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Tracey Gordineer is a financial advisor with Paramount Investment Advisors. Tracey has been in the industry for over 10 years and has a strong background in financial planning and investment management. Tracey is a Certified Financial Planner and holds both Series 6 and Series 65 licenses. Tracey specializes in providing financial advice to individuals, families, and businesses. Tracey also has experience working with high-net-worth clients. Tracey's firm, Paramount Investment Advisors, is a registered investment advisor and provides a variety of financial services, including financial planning, portfolio management, and investment advisory services. Paramount Investment Advisors works with individual and business clients.
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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GA
12/23/2020 - Present
Paramount Investment Advisors (BUFORD GA)
GA
09/10/2013 - 05/18/2015
PFS INVESTMENTS INC. (SMYRNA GA)
IA
Issued 02/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/18/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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