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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 Childers-gummo is a financial advisor with over 30 years of experience in the industry. Tracey is registered with Cetera Investment Advisers LLC and holds the Series 63, Series 65, Series 7, Series 11 and SIE licenses. Tracey also holds the Certified Financial Planner designation. Tracey has previously worked with VOYA FINANCIAL ADVISORS, INC., WORLD CAPITAL BROKERAGE, INC. and 1717 CAPITAL MANAGEMENT COMPANY. Tracey specializes in providing financial planning, pension consulting, educational seminars and portfolio management services to individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and high-net-worth individuals.
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
11/07/2024 - 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 02/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1992
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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