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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Frank Lasecke is a financial advisor at Allworth Financial, LP. Tracy is a Certified Financial Planner and has been in the industry since 1996. Tracy's experience includes previous positions with NEW ENGLAND SECURITIES and PRINCOR FINANCIAL SERVICES CORPORATION. Tracy holds a Series 6 and Series 63 license. Tracy specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Tracy provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, selection of other advisors, and publication of periodicals.
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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CA
12/08/2023 - Present
Allworth Financial, LP (San Jose CA)
NY
03/26/1998 - 08/20/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
10/23/1996 - 02/06/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 10/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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