Unclaimed
Tracy Dame is a financial advisor with Allstate Financial Services, LLC and has been in the industry since March 7, 1998. Tracy is licensed in Kansas, Missouri, and Oklahoma. Tracy is Series 6 and Series 63 licensed. The firm’s office is located at 1734 S 4TH ST, LEAVENWORTH, KS 66048-3901.
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.
1
2
KS
03/29/2004 - Present
Allstate Financial Services, LLC (LEAVENWORTH KS)
IA
04/17/1998 - 03/05/2004
EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)
NA
10/18/1984 - 12/19/1984
NEW YORK LIFE SECURITIES CORP.
BC
Issued 04/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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