Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Danielle Shepard is a financial advisor with Edward Jones, a firm with over $824 billion in assets under management. Tracy is registered with the state of Missouri and has been in the industry since September 2005. Her previous roles include positions at Walnut Street Securities, Inc. and General American Distributors, Inc. Tracy's areas of specialization include financial planning, pension consulting, and selection of other advisors.
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.
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.
See schedule d - miscellaneous
1
2
MO
02/26/2015 - Present
Edward Jones (St. Louis MO)
CA
07/01/2004 - 07/09/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
03/23/2004 - 07/09/2004
GENERAL AMERICAN DISTRIBUTORS, INC. (NEW YORK CITY NY)
NY
12/09/2003 - 03/01/2004
GENERAL AMERICAN DISTRIBUTORS, INC. (NEW YORK CITY NY)
BOTH
Issued 02/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/10/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/06/2011
Series 24 - General Securities Principal Examination
BC
Issued 03/26/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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