Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracey? Claim Your ProfileTracey Clark is a financial advisor with Raymond James & Associates, Inc., with over 11 years of experience in the industry. Tracey is registered to provide investment advice in California, Florida, Illinois, Indiana, Maine, Massachusetts, Michigan, Minnesota, Oregon, and Texas. Tracey holds the Series 7, Series 24, and Series 63 securities licenses. Tracey also holds the SIE exam certification. Tracey is a Certified Financial Planner. Tracey has previously worked for RAYMOND JAMES FINANCIAL SERVICES, INC. and MCLAREN INVESTMENT PARTNERS.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
09/26/2017 - Present
Raymond James & Associates, Inc. (Holland MI)
MI
12/21/2011 - 09/28/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (ANN ARBOR MI)
BC
Issued 04/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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