Unclaimed
Tracey Lynette Harris is a financial professional with over 23 years of experience in the financial services industry. Harris is currently registered with State Farm Investment Management Corp. and is licensed to provide investment advice in Delaware, Maryland, New Jersey, Pennsylvania, and Texas. Harris holds the Series 6 and Series 63 securities licenses, as well as the SIE exam. Harris is a Chartered Financial Consultant. Harris specializes in providing investment advice to individuals and investment companies. Harris is also a partner in V & T Harris Investments, a real estate investment company. Harris is a trustee and secretary of Alpha Baptist Church. Harris is also the owner and agent of Tracey Harris's Insurance Agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
11/21/2023 - Present
State Farm Investment Management Corp. (Bristol PA)
BC
Issued 07/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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