Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Elizabeth Tracy is an investment advisor representative with Alliancebernstein LP in Boston, Massachusetts. She has been in the financial industry since April 16, 2010. Megan holds Series 6, 7, 63, and 65 licenses. Previously, Megan worked at SANFORD C. BERNSTEIN & CO., LLC, AMUNDI PIONEER DISTRIBUTOR, INC., and EATON VANCE DISTRIBUTORS, INC. Megan specializes in investment advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, as well as asset allocation, selection of other advisers, and publication of periodicals.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
11/21/2017 - Present
Alliancebernstein LP (Boston MA)
MA
01/03/2020 - 12/22/2022
SANFORD C. BERNSTEIN & CO., LLC (Boston MA)
MA
08/21/2015 - 08/03/2017
AMUNDI PIONEER DISTRIBUTOR, INC. (BOSTON MA)
MA
05/01/2007 - 12/07/2012
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 05/21/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/30/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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