Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracey? Claim Your ProfileTracey Kay Scanlan is a financial advisor with Loomis Sayles Distributors, LP, located in Boston, MA. Tracey has been in the industry since October 18, 2008, and holds Series 6, 7 and 63 licenses. Tracey has prior experience with AXA Advisors, LLC, Equity Services, Inc. and Banc of America Investment Services, Inc.
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.
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.
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2
MA
07/02/2012 - Present
Loomis Sayles Distributors, LP (BOSTON MA)
MA
03/07/2011 - 06/01/2012
AXA ADVISORS, LLC (WELLESLEY MA)
MA
05/14/2009 - 03/02/2011
EQUITY SERVICES, INC. (NEWTON MA)
MA
07/21/2008 - 03/18/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WALTHAM MA)
BC
Issued 08/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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