Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Veillette is a financial advisor with Cetera Investment Advisers LLC. Tracy is a Certified Financial Planner with over 30 years of experience in the financial services industry. Tracy has extensive experience in providing financial planning and investment management services to individuals, families, and businesses. Tracy is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (MAPLE GROVE MN)
MN
01/03/2011 - 12/09/2021
VOYA FINANCIAL ADVISORS, INC. (MINNEAPOLIS MN)
MN
10/15/1993 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (MINNEAPOLIS MN)
CT
12/09/1997 - 09/22/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
05/12/1992 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 10/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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