Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Michael Tracey is a financial advisor with over 20 years of experience in the financial industry. He has a broad range of experience serving individuals, families, businesses, and institutions. Jeffrey is a Certified Financial Planner and is registered with the state of Connecticut and Texas. He is currently employed with Private Advisor Group, LLC, an independent investment advisor firm.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitation/referral
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
NJ
07/31/2024 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
CT
02/01/2006 - 07/25/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (WINDSOR CT)
CT
02/01/2006 - 03/29/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (WINDSOR CT)
CT
02/18/2004 - 02/02/2006
ADVEST, INC. (HARTFORD CT)
IA
Issued 11/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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