Unclaimed
Tracy Anne Townshend is an Investment Advisor Representative registered in 8 states. She is a registered representative of Fairlead Strategies, a firm based in Greenwich, CT. Tracy has been an investment advisor since 2019.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Percentage of management fee
1
2
CT
02/05/2021 - Present
Fairlead Strategies (GREENWICH CT)
IA
Issued 10/23/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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