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Derek Tracz

Peachtree P.C. Investors, LLC

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About Derek Tracz

Derek Tracz is a financial advisor who is currently registered with Peachtree P.C. Investors, LLC. Derek has been in the financial services industry since 2011. Derek holds the Series 7, Series 6, Series 63, and Series 65 licenses, as well as the SIE exam. Derek has been registered in 15 states including: California, Colorado, Hawaii, Idaho, Kansas, Nebraska, Nevada, New Mexico, North Dakota, Oklahoma, Oregon, South Dakota, Texas, Utah, and Washington. Derek previously worked at IVY DISTRIBUTORS, INC. and WADDELL & REED in Overland Park, Kansas and at JACKSON NATIONAL LIFE DISTRIBUTORS LLC in Denver, Colorado.

Firm Information

Derek Tracz is currently registered with Peachtree P.C. Investors, LLC. Peachtree P.C. Investors, LLC is a Limited Liability Company formed in February 2019 and registered in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Derek Tracz’s Registration & Firm History

GA

05/31/2024 - Present

Peachtree P.C. Investors, LLC (Atlanta GA)

KS

10/16/2013 - 04/30/2021

IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)

KS

10/16/2013 - 04/20/2021

WADDELL & REED (OVERLAND PARK KS)

CO

04/28/2010 - 09/25/2013

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

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Licenses & Designations

BC

Issued 08/30/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/16/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/02/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2014

Series 7 - General Securities Representative Examination

BC

Issued 04/27/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Derek Tracz.
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