Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracey? Claim Your ProfileTracey Richardson is a financial advisor currently registered with Choreo, LLC in Rockford, Illinois. Tracey has been in the industry for over 20 years and has a wide range of experience in financial planning, retirement planning, and investment management. Tracey has previously worked at several other firms, including Northwestern Mutual Investment Services, LLC, VALIC Financial Advisors, Inc., Larson Financial Securities, LLC, National Planning Corporation, Cantella & Co., Inc., NatCity Investments, Inc., and Edward Jones.
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.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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.
1
2
IL
11/02/2023 - Present
Choreo, LLC (ROCKFORD IL)
MO
07/05/2022 - 12/21/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAINT LOUIS MO)
MO
06/22/2016 - 04/20/2022
VALIC FINANCIAL ADVISORS, INC. (ST. LOUIS MO)
MO
06/24/2013 - 09/02/2014
LARSON FINANCIAL SECURITIES, LLC (SAINT LOUIS MO)
MO
10/05/2010 - 06/24/2013
NATIONAL PLANNING CORPORATION (ST. LOUIS MO)
MO
07/13/2009 - 09/24/2010
CANTELLA & CO., INC. (ST. LOUIS MO)
MO
02/11/2009 - 04/06/2009
NATCITY INVESTMENTS, INC. (TOWN AND COUNTRY MO)
MO
05/07/2001 - 01/12/2009
EDWARD JONES (TOWN & COUNTRY MO)
BOTH
Issued 02/07/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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