Unclaimed
Tierra Verlia McLain is a registered investment advisor representative with T. Rowe Price Advisory Services, Inc. Tierra is also registered as an investment advisor representative in Pennsylvania. Tierra has been in the financial services industry since 2015. Tierra has passed several industry exams, including the Series 6, Series 7, Series 24, Series 63 and Series 66 exams. Tierra is a specialist in providing financial planning and portfolio management services to individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
See schedule d
1
2
MD
03/30/2023 - Present
T. Rowe Price Advisory Services, Inc. (Owings mills MD)
BOTH
Issued 03/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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