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Tracey Gordineer

Paramount Investment Advisors

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About Tracey Gordineer

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.

Firm Information

Tracey Gordineer is currently registered with Paramount Investment Advisors. Paramount Investment Advisors is a registered investment advisor based in . The firm offers a variety of services, including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages approximately $45 million in assets for 71 clients. Paramount Investment Advisors primarily serves high-net-worth individuals and individuals other than high-net-worth. The firm does not participate in any wrap fee programs.

$45.06M

Assets Under Management

65

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Tracey Gordineer’s Registration & Firm History

GA

12/23/2020 - Present

Paramount Investment Advisors (BUFORD GA)

GA

09/10/2013 - 05/18/2015

PFS INVESTMENTS INC. (SMYRNA GA)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tracey Gordineer.
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