Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jina? Claim Your ProfileJina Amelia rachel Penn-tracy is an investment advisor representative at Vanderbilt Advisory Services. Jina has been in the financial industry since 2004, and has held registrations with various firms including Financial West Group, MML Investors Services, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Jina currently holds Series 66, Series 7, and SIE licenses. Jina is registered in several states including Arizona, California, Colorado, Florida, Georgia, Iowa, Massachusetts, Minnesota, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Washington and Wisconsin. Jina specializes in providing financial planning, portfolio management for individuals and businesses. Jina also provides services as a Business Strategy Advisor and Co-Owner at Renew Power Systems Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
01/10/2022 - Present
Vanderbilt Advisory Services (MINNEAPOLIS MN)
MN
07/09/2010 - 07/06/2017
FINANCIAL WEST GROUP (MINNEAPOLIS MN)
MN
11/12/2007 - 07/27/2010
MML INVESTORS SERVICES, INC. (MINNEAPOLIS MN)
MN
10/11/2004 - 11/23/2007
AMERIPRISE FINANCIAL SERVICES, INC. (EDINA MN)
MN
10/11/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jina Penn-tracy is the right advisor for you? Invested Better is here to help.
