Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracey? Claim Your ProfileTracey Lynn Stefanisko is a financial advisor with &partners. Tracey has been in the industry for over 20 years. Tracey is registered as a Broker-Dealer in Arkansas, Delaware, Florida, Maryland, Massachusetts, New Jersey, Pennsylvania, and Utah. She is also registered as an Investment Advisor Representative in Delaware and New Jersey. Tracey has a wide range of experience in the financial services industry, including portfolio management, financial planning, and pension consulting. Tracey is dedicated to providing her clients with personalized financial advice to help them achieve their goals.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
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2
MO
07/25/2024 - Present
&partners (Clayton MO)
DE
03/04/2013 - 08/05/2024
WELLS FARGO CLEARING SERVICES, LLC (GREENVILLE DE)
NJ
03/26/2010 - 11/02/2012
QUESTAR CAPITAL CORPORATION (VOORHEES NJ)
NJ
04/29/2008 - 03/26/2010
METLIFE SECURITIES INC. (MARLTON NJ)
TN
05/17/2002 - 10/01/2007
FIRST TENNESSEE BROKERAGE, INC. (JOHNSON CITY TN)
BOTH
Issued 04/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/08/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 06/13/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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