Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Calzaretta is a financial advisor with PFS Investments Inc., a firm with a focus on providing financial advice to individuals. Tracy has been in the industry since 2003 and has been registered with the firm since 2014. Tracy has a Series 6, Series 63, and SIE licenses. Tracy is also registered in California 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.
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.
A percentage of the total value of assets under management is charged.
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TX
01/02/2014 - Present
PFS Investments Inc. (TYLER TX)
CA
08/06/2002 - 01/30/2012
PFS INVESTMENTS INC. (COLTON CA)
GA
12/14/1998 - 06/16/2000
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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