Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy L. Connelly is a registered investment advisor in Massachusetts with Amundi Distributor US, Inc. Tracy has been in the financial industry since 1992 and has a wide range of experience. Tracy holds Series 6, 26, 63, 99TO, and SIE licenses. Tracy L. Connelly is dedicated to providing excellent service to clients and helping them 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.
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.
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MA
01/07/1992 - Present
Amundi Distributor US, Inc. (BOSTON MA)
BC
Issued 01/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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