Unclaimed
William Lloyd Presley is a registered representative with T. Rowe Price Investment Services, Inc. William Presley has been in the securities industry since June 24, 2018. William Presley is registered to conduct business in Maryland.
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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2
MD
06/25/2018 - Present
T. Rowe Price Investment Services, Inc. (Owings Mills MD)
BC
Issued 09/24/2018
Series 24 - General Securities Principal Examination
BC
Issued 05/02/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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