Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracie? Claim Your ProfileTracie Lynn Baiz is a financial advisor with over 20 years of experience in the industry. Tracie is currently registered with Osaic Wealth, Inc. and has been with the firm since June 2024. Prior to joining Osaic Wealth, Inc., Tracie was a registered representative with Securities America, Inc. from May 2013 to June 2024. Tracie is also a licensed Enrolled Agent and provides tax preparation services.
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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2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (SACRAMENTO CA)
CA
05/21/2013 - 06/14/2024
SECURITIES AMERICA, INC. (SACRAMENTO CA)
CA
04/12/2011 - 05/29/2013
LPL FINANCIAL LLC (CAPITOLA CA)
CA
05/19/2010 - 04/12/2011
SYMETRA INVESTMENT SERVICES, INC. (EL DORADO HILLS CA)
CA
10/13/2000 - 05/20/2010
SIGMA FINANCIAL CORPORATION (EL DORADO HILLS CA)
IA
Issued 01/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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