Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracey? Claim Your ProfileTracey Bourdon is an active investment advisor representative with Edward Jones. Tracey has been in the financial industry since 1988 and holds a Series 6, 7TO, 63, and 66 licenses. Tracey has worked for various companies over the years, including FIRST AMERICAN NATIONAL SECURITIES, INC. and PROTHESIS GROUP. Tracey currently holds registrations in several states, including Alabama, California, Florida, Georgia, Kentucky, Maine, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. Tracey specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors.
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.
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.
See schedule d - miscellaneous
1
2
FL
03/05/2019 - Present
Edward Jones (Winter Haven FL)
NA
06/17/1988 - 12/31/1990
FIRST AMERICAN NATIONAL SECURITIES, INC.
BOTH
Issued 03/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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