Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Clanton is a financial advisor registered with Sanctuary Advisors, LLC. Tracy has been in the industry since February 2019. Tracy's primary office is located at 2054 Gause Blvd E, Slidell, LA. Tracy holds the Series 66, Series 7TO and SIE licenses and is registered with the following states: Alabama, California, Colorado, Delaware, Florida, Georgia, Hawaii, Illinois, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Montana, Nevada, New Jersey, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia.
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.
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LA
08/20/2020 - Present
Sanctuary Advisors, LLC (Slidell LA)
LA
02/05/2019 - 08/21/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SLIDELL LA)
BOTH
Issued 02/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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