Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Traci? Claim Your ProfileTraci Segrest is a financial advisor with Empower Advisory Group, LLC. Traci has over 25 years of experience in the financial services industry. Traci holds a Series 63, 66, 7, 8 and 24 licenses and the SIE designation. She is registered with the State of Alabama and other states. Empower Advisory Group, LLC offers financial planning and portfolio management services for individuals. Traci is also a registered investment advisor.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
AL
06/09/2022 - Present
Empower Advisory Group, LLC (Shorter AL)
AL
04/18/2017 - 06/06/2022
UBS FINANCIAL SERVICES INC. (MONTGOMERY AL)
AL
02/12/2015 - 04/11/2017
MORGAN STANLEY (MONTGOMERY AL)
AL
05/02/2005 - 02/17/2015
SYNOVUS SECURITIES, INC. (BIRMINGHAM AL)
MO
04/23/2005 - 05/23/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
AL
07/22/1998 - 04/23/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
AL
05/15/1997 - 07/21/1998
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
AL
02/10/1997 - 04/09/1997
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
BOTH
Issued 03/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/13/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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