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Tracey Childers-gummo is a financial advisor at Cetera Investment Advisers LLC. Tracey is a Registered Representative of Cetera Advisor Networks LLC, member FINRA/SIPC. Tracey has been in the financial services industry since November 12, 1992. Tracey has a strong background in providing financial planning and investment advice. Tracey is a Certified Financial Planner and has been registered with various firms over the years. Tracey’s expertise lies in working with individuals, corporations, and retirement plans. Tracey also specializes in providing financial planning and investment 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.
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.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (State College PA)
PA
01/04/2016 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (State College PA)
PA
05/03/2007 - 12/31/2015
WORLD CAPITAL BROKERAGE, INC. (State College PA)
PA
11/13/1992 - 05/10/2007
1717 CAPITAL MANAGEMENT COMPANY (STATE COLLEGE PA)
IA
Issued 2/3/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/9/1992
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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