Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracee? Claim Your ProfileTracee Wagner is an Investment Advisor Representative at Advocacy Wealth Management, LLC. Tracee is registered with the state of Florida. Tracee specializes in providing financial planning, selection of other advisors, and portfolio management for individuals and pooled investment vehicles. Tracee also has experience servicing and placing insurance products as an agent for Forge Consulting LLC.
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.
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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FL
03/08/2022 - Present
Advocacy Wealth Management, LLC (Miami Beach FL)
IA
Issued 01/29/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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