Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracee? Claim Your ProfileTracee Sapp is a financial advisor at Cetera Investment Advisers LLC. She has been working in the financial industry since 2002 and has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Tracee is a Certified Financial Planner™ and holds the Series 7, Series 6, and Series 63 licenses. She is also registered as an Investment Advisor Representative in Georgia and Texas. Tracee has a strong track record of success in helping her clients achieve their financial goals. She is committed to providing her clients with personalized financial advice and guidance.
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.
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.
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GA
06/29/2023 - Present
Cetera Investment Advisers LLC (ATLANTA GA)
GA
09/18/2002 - 01/26/2021
PRINCIPAL SECURITIES, INC. (ATLANTA GA)
BC
Issued 10/9/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 5/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 9/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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