linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Traci Anderson

Pacific Select Distributors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Traci? Claim Your Profile

About Traci Anderson

Traci Anderson is a financial advisor who has been in the industry since 2008. Traci is currently registered with Pacific Select Distributors, LLC and has been with the firm since 2023. Traci has a wide range of experience, having previously worked for firms such as Jackson National Life Distributors LLC, Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, and Charles Schwab & Co., Inc.

Firm Information

Traci Anderson is currently registered with Pacific Select Distributors, LLC. Pacific Select Distributors, LLC is a Limited Liability Company formed in 2015 and is registered to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

490

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Traci Anderson’s Registration & Firm History

NE

04/25/2023 - Present

Pacific Select Distributors, LLC (OMAHA NE)

CO

08/05/2010 - 01/14/2021

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

IL

07/06/2005 - 03/17/2006

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

IL

02/27/2004 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

TX

02/13/2001 - 07/05/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

Not sure if Traci Anderson is right for you?

Licenses & Designations

BC

Issued 05/05/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/22/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/23/2023

Series 24 - General Securities Principal Examination

BC

Issued 03/23/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/23/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2012

Series 7 - General Securities Representative Examination

BC

Issued 08/04/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Traci Anderson. Review regulatory record here.
Not sure if Traci Anderson is right for you?