Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Traci? Claim Your ProfileTraci Lynn Turner is a financial professional with over 5 years of experience in the industry. Traci is currently registered with Paychex Securities Corp. in Phoenix, AZ. Traci has a strong track record of success in providing financial advice and investment management services. Traci is dedicated to helping clients reach 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.
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.
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AZ
09/01/2021 - Present
Paychex Securities Corp. (Phoenix AZ)
NY
04/07/2021 - 08/21/2021
J.P. MORGAN SECURITIES LLC (CANANDAIGUA NY)
NY
04/25/2017 - 12/31/2020
CITIZENS SECURITIES, INC. (ROCHESTER NY)
IA
Issued 04/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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