Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Alter is a financial advisor with Fidelity Personal And Workplace Advisors. Tracy has been in the industry since 2000 and has a broad range of experience. Tracy holds licenses to provide investment advice and brokerage services in several states. Tracy is also licensed to provide investment advice in Massachusetts and Texas.
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.
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
MA
10/08/2021 - Present
Fidelity Personal AND Workplace Advisors (HINGHAM MA)
MA
01/16/2014 - 02/07/2020
BARINGS SECURITIES LLC (Boston MA)
MA
10/17/2000 - 01/18/2013
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
NY
04/13/2000 - 10/09/2000
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BOTH
Issued 05/19/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2014
Series 3 - National Commodity Futures Examination
BC
Issued 04/01/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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