Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Melder is a financial advisor with over 25 years of experience in the industry. Tracy is a Certified Financial Planner and currently works with GWN Securities Inc. in Palm Beach Gardens, Florida. Tracy has previously worked with several other firms including Securities America, Inc., Brecek & Young Advisors, Inc., Legend Equities Corporation, ProEquities, Inc., Conseco Securities, Inc., and Conseco Financial Services, Inc. Tracy is registered as a broker-dealer in Colorado 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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
FL
08/19/2014 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
TX
01/23/2009 - 08/05/2014
SECURITIES AMERICA, INC. (COLLEGE STATION TX)
TX
02/08/2005 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (COLLEGE STATION TX)
FL
01/13/2003 - 02/07/2005
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
AL
06/26/2001 - 01/14/2003
PROEQUITIES, INC. (BIRMINGHAM AL)
IN
08/05/1998 - 06/25/2001
CONSECO SECURITIES, INC. (CARMEL IN)
IN
04/14/1997 - 08/05/1998
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
IN
06/27/1996 - 04/14/1997
CONSECO EQUITY SALES, INC. (CARMEL IN)
BOTH
Issued 01/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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