Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracey? Claim Your ProfileTracey Kirsteen Collins is a financial advisor registered with Truist Advisory Services, Inc.. Tracey has been in the industry since 1995 and has been registered with several firms including Wachovia Securities, LLC, BB&T SECURITIES, LLC, and BB&T INVESTMENT SERVICES, INC. Tracey holds Series 6, 7, 24, 63 and 66 licenses. Tracey's client base consists of individuals, families, trusts, corporations and charitable organizations.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
VA
02/17/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTESVILLE VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
10/04/2006 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLOTTESVILLE VA)
VA
09/25/2003 - 09/01/2006
CUNA BROKERAGE SERVICES, INC. (CHARLOTTESVILLE VA)
MO
06/15/2002 - 08/06/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
09/13/2001 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
02/17/1998 - 11/15/1999
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NA
01/26/1998 - 02/17/1998
WACHOVIA BROKERAGE SERVICE
MN
09/19/1995 - 01/22/1998
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
PA
06/15/1993 - 03/31/1995
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
BOTH
Issued 12/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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