Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracie? Claim Your ProfileTracie Michelle Hatt is an investment advisor representative with Wilmington Trust Investment Advisors, Inc. based in Bridgeport, CT. Tracie has been in the financial services industry since 2002. Tracie specializes in providing investment advice to individuals, businesses, corporations, pension plans, and charitable organizations. Tracie holds Series 6, 7, 24, 63, 65, 99TO, and SIE licenses. Tracie previously worked at PEOPLE'S SECURITIES, INC. in Bridgeport, CT.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation, economic analysis and capital markets forecasting, lease advisory staff to affiliates
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.
1
2
CT
09/11/2024 - Present
Wilmington Trust Investment Advisors, Inc. (Bridgeport CT)
CT
06/12/2002 - 09/08/2022
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
IA
Issued 09/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Tracie Hatt is the right advisor for you? Invested Better is here to help.
