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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Traci-anne? Claim Your ProfileTraci-Anne Dracoulis is a financial advisor with Cetera Investment Advisers LLC, a firm with over 16,000 clients and $104 billion in assets under management. Traci-Anne has been in the industry since 2011 and has held various positions at different firms, including BB&T Securities, LLC, MML Investors Services, LLC, and MSI Financial Services, Inc. Traci-Anne is a Certified Financial Planner and holds several licenses, including Series 7, Series 63, Series 31, and Series 66. Traci-Anne's expertise is in providing financial services to individuals, businesses, and institutions. She offers a wide range of services, including financial planning, portfolio management, and educational seminars. Traci-Anne is committed to providing her clients with personalized 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.
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.
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.
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VA
03/05/2024 - Present
Cetera Investment Advisers LLC (MIDLOTHIAN VA)
VA
08/17/2017 - 06/30/2020
BB&T SECURITIES, LLC (RICHMOND VA)
VA
03/25/2017 - 08/10/2017
MML INVESTORS SERVICES, LLC (COLONIAL HEIGHTS VA)
VA
07/21/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (COLONIAL HEIGHTS VA)
VA
02/25/2011 - 07/28/2014
MML INVESTORS SERVICES, LLC (GLEN ALLEN VA)
NY
07/05/2001 - 11/22/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 2/28/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 4/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/4/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/24/2011
Series 7 - General Securities Representative Examination
BC
Issued 7/17/2001
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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