Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Ann Shea is a financial advisor with over 15 years of experience in the financial services industry. Tracy is a Certified Financial Planner™ professional and a registered representative of LPL Financial LLC. Tracy has a strong commitment to providing personalized financial advice and guidance to help clients achieve their financial goals. Tracy is committed to building long-term relationships with clients and providing them with the highest level of service. Tracy's experience includes working with individuals, families, and businesses. Tracy is also a registered representative of Raymond James Financial Services, Inc.
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.
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MA
01/23/2019 - Present
LPL Financial LLC (CHELMSFORD MA)
MA
05/03/2018 - 12/24/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHELMSFORD MA)
MA
09/16/2008 - 05/25/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (BOSTON MA)
BOTH
Issued 04/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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