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Traci Wisard

Nylife Securities LLC

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About Traci Wisard

Traci Wisard is a registered representative with Nylife Securities LLC. Traci is licensed to sell securities in Ohio and New York. Traci passed the Series 63, Series 6TO and SIE exams. Traci has been in the financial services industry since May 9, 2023. Traci is located in Worthington, Ohio.

Firm Information

Traci Wisard is currently registered with Nylife Securities LLC. Nylife Securities LLC is a Limited Liability Company formed in 2007, registered in 51 states and the SEC. The firm has been involved in 13 regulatory events and 7 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

4,464

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.

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Traci Wisard’s Registration & Firm History

OH

05/10/2023 - Present

Nylife Securities LLC (WORTHINGTON OH)

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Licenses & Designations

BC

Issued 10/06/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/10/2023

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

BC

Issued 11/03/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Traci Wisard.
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