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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracie? Claim Your ProfileTracie Lynn Guyer is a financial advisor who has been in the industry since April 24, 2000. Tracie is currently registered with LPL Financial LLC in Roanoke, Texas. Tracie is also registered as an Investment Advisor Representative in Texas. Previously, Tracie was registered with PFS INVESTMENTS INC. in Roanoke, Texas. Tracie holds licenses for Series 6, Series 7TO, Series 26, and Series 63 securities exams. Tracie holds a license for the Series 65 Uniform Investment Adviser Law Examination.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
08/19/2018 - Present
LPL Financial LLC (ROANOKE TX)
TX
04/25/2000 - 08/17/2018
PFS INVESTMENTS INC. (ROANOKE TX)
IA
Issued 05/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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