Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Jones is a financial advisor with over 23 years of experience in the industry. Tracy currently works for Osaic Wealth, Inc. and has been registered with the firm since November 2023. Previously, Tracy worked for FSC Securities Corporation from March 1999 to November 2023. Tracy holds a Series 63 license and a Series 7 license, which is a general securities representative license, which allows Tracy to provide a wide range of investment advice to clients. Tracy also has experience as a talk show host for Clear Channel Radio and as a financial advisor for Tracy Jones Financial. Tracy is a dedicated financial professional who is committed to 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.
1
2
OH
11/03/2023 - Present
Osaic Wealth, Inc. (WEST CHESTER OH)
OH
03/11/1999 - 11/03/2023
FSC SECURITIES CORPORATION (WEST CHESTER OH)
BC
Issued 04/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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