Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracey? Claim Your ProfileTracey Ann Gledhill is a financial advisor in Plano, Texas with over 27 years of experience in the financial services industry. Tracey has been registered with Sanctuary Advisors, LLC since October 2022. Previously, Tracey was with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, Texas from May 2015 to October 2022. Tracey also has previous experience with Morgan Stanley DW Inc. and American Express Financial Advisors 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.
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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2
TX
10/21/2022 - Present
Sanctuary Advisors, LLC (PLANO TX)
TX
05/21/2015 - 10/26/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRISCO TX)
NY
11/19/1997 - 12/04/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
03/12/1997 - 11/13/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/12/1997 - 11/13/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/22/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/24/1997
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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