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Tracy Ann Young

Fortune Financial Services, Inc.

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About Tracy Ann Young

Tracy Ann Young is a financial advisor registered with Fortune Financial Services, Inc. Tracy's current firm is located in Erie, PA. Tracy has been working in the financial services industry since 2011. Tracy is licensed in the state of California, Colorado, Maryland, North Carolina, Ohio, and Pennsylvania. Tracy has been active in the industry since 2011 and has a broad knowledge of the financial services industry. Tracy is committed to providing comprehensive financial planning and investment advice to her clients.

Firm Information

Tracy Young is currently registered with Fortune Financial Services, Inc.. Fortune Financial Services, Inc. is a Corporation formed on October 21, 1996, and is registered to conduct business in all 50 states, the District of Columbia, and the Virgin Islands. The firm has one approved SEC registration and 52 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

74

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Tracy Young’s Registration & Firm History

PA

11/20/2019 - Present

Fortune Financial Services, Inc. (Erie PA)

PA

06/21/2019 - 11/21/2019

WORLD EQUITY GROUP, INC. (Erie PA)

PA

07/19/2018 - 07/23/2019

TAYLOR CAPITAL MANAGEMENT INC. (Erie PA)

PA

06/29/2017 - 03/08/2018

IBN FINANCIAL SERVICES, INC. (Erie PA)

PA

08/20/2013 - 06/30/2017

FORTUNE FINANCIAL SERVICES, INC. (ERIE PA)

PA

09/03/2010 - 08/26/2013

TRUSTMONT FINANCIAL GROUP, INC. (ERIE PA)

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Licenses & Designations

BC

Issued 12/20/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tracy Ann Young.
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