Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Leigh Brinkmeier is a financial advisor with over 28 years of experience in the industry. Tracy currently works at Stifel, Nicolaus & Company, Inc. Tracy has previously worked for Charles Schwab & Co., Inc., Wachovia Securities, LLC, A.G. Edwards & Sons, Inc., Prudential Securities Incorporated, and Edward D. Jones & Co., L.P.. Tracy is registered as an investment advisor representative in Missouri.
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.
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.
1
2
MO
05/24/2011 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
04/30/2009 - 01/12/2011
CHARLES SCHWAB & CO., INC. (CLAYTON MO)
MO
01/01/2008 - 04/09/2009
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
01/27/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
11/18/1998 - 12/21/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
01/21/1993 - 06/25/1998
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 05/12/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/10/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Tracy Brinkmeier is the right advisor for you? Invested Better is here to help.
