Unclaimed
Tracy Lynn Burns is a financial professional with over 16 years of experience in the financial services industry. Tracy is currently registered with Prudential Annuities Distributors, Inc. Tracy has held previous roles with GLOBAL ATLANTIC DISTRIBUTORS, LLC and DIRECTED SERVICES LLC. Tracy holds the Series 6, Series 63, and SIE licenses and is registered in Pennsylvania.
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
CT
05/20/2024 - Present
Prudential Annuities Distributors, Inc. (SHELTON CT)
PA
01/11/2011 - 01/02/2024
GLOBAL ATLANTIC DISTRIBUTORS, LLC (WAYNE PA)
PA
05/11/2007 - 11/30/2010
DIRECTED SERVICES LLC (WEST CHESTER PA)
BC
Issued 08/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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