Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracey? Claim Your ProfileTracey Martin is a registered representative with Davenport & Co. LLC and has been in the financial services industry since 2012. Tracey has a wide range of experience in the financial services industry, having previously worked at Wells Fargo Clearing Services, LLC, EF Legacy Securities, LLC and Sanders Morris Harris LLC. Tracey holds Series 6, SIE, Series 6TO, and Series 99TO licenses. Tracey's specializations include providing portfolio management services for individuals, businesses, pooled investment vehicles and investment companies, as well as financial planning, pension consulting, and educational seminars.
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.
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.
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.
12b-1 fees and/or shareholder servicing fees
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2
VA
06/26/2023 - Present
Davenport & Co. LLC (RICHMOND VA)
MO
03/15/2017 - 10/29/2020
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
VA
04/22/2016 - 12/27/2016
EF LEGACY SECURITIES, LLC (HENRICO VA)
VA
09/28/2012 - 04/22/2016
SANDERS MORRIS HARRIS LLC (HENRICO VA)
BC
Issued 07/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/15/2022
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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