Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Lynn Adamczyk has been an active investment professional since 1991 and is currently registered as a registered representative with Ameriprise Financial Services, LLC. Tracy has a history of working with individuals, high net worth individuals, corporations, pension plans, and charitable organizations. Tracy holds the Series 7, Series 63 and Series 66 licenses and has experience in providing investment advice and financial planning. Tracy is also licensed to provide investment advice in Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Massachusetts, Michigan, Missouri, Montana, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, and Wisconsin.
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.
Asset allocation services
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.
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2
IL
07/19/2019 - Present
Ameriprise Financial Services, LLC (Burr Ridge IL)
IL
08/31/2009 - 09/08/2011
SECURITIES AMERICA, INC. (DOWNERS GROVE IL)
IL
08/15/2005 - 03/16/2009
CHASE INVESTMENT SERVICES CORP. (HINSDALE IL)
NJ
02/18/1994 - 04/25/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/07/1983 - 03/03/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NA
06/02/1983 - 06/23/1983
L. F. ROTHSCHILD, UNTERBERG, TOWBIN
NA
03/23/1983 - 04/18/1983
NORWOOD SECURITIES
BOTH
Issued 11/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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