Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Bevel is a financial advisor who has been in the industry since 2007. Tracy currently works for Cetera Investment Advisers LLC in Springfield, MO and is registered with FINRA and the state of Missouri. Prior to her role at Cetera Investment Advisers LLC, Tracy worked for several other financial firms including Securities America, Inc., Stifel, Nicolaus & Company, Incorporated, MML Investors Services, LLC, MSI Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tracy has a Series 7 and Series 66 license and holds the SIE certification. Tracy has a strong track record of providing financial advice to a variety of clients including individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit sharing plans. Tracy specializes in providing financial planning services and portfolio management services.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
08/07/2023 - Present
Cetera Investment Advisers LLC (SPRINGFIELD MO)
MO
02/11/2022 - 08/09/2023
SECURITIES AMERICA, INC. (SPRINGFIELD MO)
MO
07/06/2018 - 02/09/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SPRINGFIELD MO)
MO
03/25/2017 - 07/19/2018
MML INVESTORS SERVICES, LLC (Springfield MO)
MO
01/22/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MO)
MO
12/05/2006 - 05/20/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPRINGFIELD MO)
BOTH
Issued 8/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/4/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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