Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracie? Claim Your ProfileTracie Dasilva is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Tracie has been in the financial services industry for over 20 years. She has a wide range of experience, including working with both individuals and businesses. Tracie is committed to providing her clients with personalized financial advice and guidance. Tracie is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to sell securities in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
07/24/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN DIEGO CA)
CA
10/13/2009 - 05/24/2010
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
12/13/2002 - 10/02/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN DIEGO CA)
NY
07/30/2002 - 12/12/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MO
07/25/2000 - 07/23/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 10/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/2/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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