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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracey? Claim Your ProfileTracey Holgren Ivey is an investment advisor representative with Thompson Siegel & Walmsley LLC. Tracey has been in the industry since 1985 and has a diverse background, having worked with several firms over the years. Tracey is registered as a Broker-Dealer and Investment Advisor in multiple states. Tracey is passionate about providing clients with personalized financial advice to help them achieve their goals. Thompson Siegel & Walmsley LLC is a wealth management firm that provides a wide range of investment services to individuals, families, and institutions. The firm focuses on building long-term relationships with its clients, and has a team of experienced professionals who are committed to providing personalized financial advice.
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.
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.
Strategic management for diversified investment portfolios.
Unified managed accounts
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
01/09/2009 - Present
Thompson Siegel & Walmsley LLC (BRYN MAWR PA)
MA
01/09/2009 - 12/31/2013
OLD MUTUAL INVESTMENT PARTNERS (BOSTON MA)
NY
07/22/1993 - 08/13/2008
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
PA
02/25/1985 - 09/07/1993
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 09/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1989
Series 3 - National Commodity Futures Examination
BC
Issued 02/22/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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