Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy McGuire is a financial advisor with over 30 years of experience in the industry. Tracy currently works at Brandywine OAK Private Wealth LLC. Tracy is a Certified Financial Planner™ and holds Series 7, Series 63 and Series 65 licenses. Tracy offers a variety of services to individual clients, including financial planning, portfolio management, and selection of other advisors. Tracy also serves as a trustee for her sister's trust account and is a licensed independent insurance agent. Tracy has worked at several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, NA, Wyeth Private Wealth, LLC, and Purshe Kaplan Sterling Investments.
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.
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.
Financial consulting
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
PA
07/27/2018 - Present
Brandywine OAK Private Wealth LLC (KENNETT SQUARE PA)
PA
09/21/2018 - 06/10/2022
PURSHE KAPLAN STERLING INVESTMENTS (Kennett Square PA)
DE
09/19/1990 - 07/31/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON DE)
IA
Issued 03/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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