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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Dixon is a financial advisor registered in 15 states, including North Carolina and Texas. She is currently employed with Fidelity Personal And Workplace Advisors, where she provides financial planning and portfolio management services to individuals, businesses, and pension plans. Tracy has been in the financial industry since 2013 and has a strong background in investment management. Tracy is a licensed investment advisor representative with a series 7, series 6, and series 63 license and a Series 65 license for investment advising.
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.
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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2
NC
03/16/2021 - Present
Fidelity Personal AND Workplace Advisors (GREENSBORO NC)
NC
03/11/2013 - 05/19/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREENSBORO NC)
IA
Issued 09/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/09/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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