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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Ann Meyer is an investment advisor representative at UBS Financial Services Inc. in ST CLOUD, Minnesota. Tracy has been in the industry since August 2016 and has a Series 7, Series 6, and Series 66 license. Tracy has worked at UBS Financial Services Inc. since August 2016, and previously worked at Central Minnesota Credit Union. Tracy specializes in providing financial planning services to individuals, businesses, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MN
02/06/2023 - Present
UBS Financial Services Inc. (ST CLOUD MN)
WI
05/11/1999 - 06/23/1999
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
MN
04/18/1997 - 11/12/1998
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 02/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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