Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracey? Claim Your ProfileTracey Willard is a registered representative with PFS Investments Inc. Tracey is a licensed securities professional with Series 63, Series 6TO and SIE licenses. Tracey's state registrations are active in Iowa, Nebraska, and Texas. Tracey has been in the securities industry since October 20, 2022, and is located at the Omaha, Nebraska branch of PFS Investments 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.
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.
A percentage of the total value of assets under management is charged.
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NE
10/21/2022 - Present
PFS Investments Inc. (OMAHA NE)
BC
Issued 02/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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