Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracie? Claim Your ProfileTracie Mitchell is an investment advisor representative with Vinoble Group. Tracie has been in the industry since 2007 and has held positions at Ameriprise Financial Services, Inc., CUNA Brokerage Services, Inc., CUSO Financial Services, L.P., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and IDS Life Insurance Company. Tracie specializes in working with high-net-worth individuals, pension and profit-sharing plans, and other individuals. Tracie offers a variety of advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses. Tracie is registered to provide investment advice in Washington.
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.
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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2
WA
05/28/2019 - Present
Vinoble Group (SEATTLE WA)
WA
04/07/2015 - 05/23/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Seattle WA)
WA
05/11/2012 - 06/06/2013
CUNA BROKERAGE SERVICES, INC. (SEATTLE WA)
WA
09/01/2011 - 02/21/2012
CUSO FINANCIAL SERVICES, L.P. (TACOMA WA)
WA
09/15/2008 - 09/06/2011
CUNA BROKERAGE SERVICES, INC. (SEATTLE WA)
WA
06/22/2007 - 04/22/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
WA
03/23/2005 - 05/24/2007
AMERIPRISE FINANCIAL SERVICES, INC. (SEATTLE WA)
MN
03/23/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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