Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Dohlman-majerus is a financial advisor with Raymond James Financial Services Advisors, Inc. Tracy is licensed in Minnesota and Texas and has been in the industry since October 2006. Tracy has been a financial advisor with Think Mutual Bank since October 2006 and also works for Think Financial Planning. Tracy specializes in a wide range of financial services including financial planning, portfolio management, pension consulting, and educational seminars. Tracy can provide advisory services to individuals, businesses, and corporations.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MN
07/18/2023 - Present
Raymond James Financial Services Advisors, Inc. (Rochester MN)
BOTH
Issued 03/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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