Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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