Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Newgent is a financial professional with over 20 years of experience in the industry. Tracy is registered with Lincoln Financial Distributors, Inc. in Radnor, Pennsylvania. Tracy holds several licenses and certifications including Series 6, 7, 24 and 63. Prior to joining Lincoln Financial Distributors, Inc., Tracy was employed at Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company in Fort Wayne, Indiana.
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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2
PA
12/17/2003 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
IN
06/19/2000 - 12/18/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/19/2000 - 12/18/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 02/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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