Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Allan is a financial professional with over 5 years of experience in the industry. Teresa is registered with T. Rowe Price Investment Services, Inc. and is currently licensed in 53 states. Teresa's areas of expertise include municipal securities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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MD
10/31/2017 - Present
T. Rowe Price Investment Services, Inc. (OWINGS MILLS MD)
BC
Issued 11/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/29/2019
Series 24 - General Securities Principal Examination
BC
Issued 12/05/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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