Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracey? Claim Your ProfileTracey Dawn Anselmo is a financial advisor with over 10 years of experience. Tracey has worked with a variety of clients, including individuals, families, businesses, and retirement plans. Tracey holds Series 6 and Series 63 licenses and the SIE exam. Tracey's current affiliation is with Osaic Wealth, Inc., a firm that provides financial planning and portfolio management services. Tracey previously worked at Securities America, Inc., SagePoint Financial, Inc., Cetera Investment Services LLC, and SunTrust Investment Services, Inc. Tracey is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
03/29/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
AZ
03/25/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
06/09/2017 - 01/06/2020
CETERA INVESTMENT SERVICES LLC (ST CLOUD MN)
FL
06/17/2009 - 07/10/2015
SUNTRUST INVESTMENT SERVICES, INC. (NEW PORT RICHEY FL)
BC
Issued 09/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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