Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Abiaka is a financial advisor with Osaic Wealth, Inc., providing financial advice to individuals, businesses, and institutions. Tracy has been in the financial industry since 2006 and has a strong track record of success. She holds Series 7, 63, and 66 securities licenses and is registered in Arizona and California. Tracy is dedicated to helping clients achieve their financial goals and is committed to providing personalized service. She is a graduate of Arizona State University.
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
AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
09/28/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
11/25/2019 - 09/09/2021
EDWARD JONES (TEMPE AZ)
AZ
11/10/2006 - 08/04/2009
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 06/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/27/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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