Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracey? Claim Your ProfileTracey Marie Simonson has been a financial advisor since 1989, working at various firms throughout her career. Tracey is currently an Investment Advisor Representative at Focus Financial, where she provides comprehensive financial planning, asset allocation, portfolio monitoring, and insurance review services. Tracey is also an Insurance Agent at Focus Financial. Tracey is registered in multiple states as an Investment Advisor Representative and a Securities Agent. She holds several professional designations, including Certified Financial Planner. Tracey is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial 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.
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.
Percentage of assets under management with third party manager
1
2
MN
03/13/2018 - Present
Focus Financial (NORTH BRANCH MN)
MN
05/06/1997 - 05/08/2009
INVESTMENT CENTERS OF AMERICA, INC. (NORTH BRANCH MN)
NA
05/13/1992 - 05/05/1997
DAIN BOSWORTH INCORPORATED
MN
08/16/1989 - 12/12/1990
GARDNER FINANCIAL SERVICES, INC. (ST. LOUIS PARK MN)
MN
07/19/1988 - 08/23/1989
OFFERMAN & CO., INC. (MINNEAPOLIS MN)
IA
Issued 09/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1992
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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