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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 Anne MacKinstry is a financial advisor with LPL Financial LLC. Tracy has been in the financial services industry since 1996 and has experience with both investment advisory and brokerage services. Tracy currently holds securities licenses for both Series 6 and Series 63, and has passed the Series 26 and the SIE exam. In addition to being licensed in Connecticut and Texas, Tracy is registered to provide investment advisory services in Connecticut and Texas. Tracy has worked with a variety of financial institutions during her career, including Commonwealth Financial Network, Allmerica Investments, Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company. Tracy also has experience with providing insurance products through various businesses, including Merit Insurance Services, The Producers Firm, and Northeast Brokerage, 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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2
CT
10/16/2019 - Present
LPL Financial LLC (CLINTON CT)
MA
02/08/1999 - 12/14/2001
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
08/06/1997 - 02/12/1999
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
MA
06/25/1996 - 02/07/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/25/1996 - 02/07/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 08/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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