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 Germano is a financial advisor who has been in the industry since 2001. Tracy is currently registered with Formidable Asset Management, LLC and is licensed to provide investment advisory services in Ohio and Florida. Tracy has experience in providing financial advice to individuals, investment companies, pooled investment vehicles, and pension and profit-sharing plans. Tracy has also provided financial planning, pension consulting, and portfolio management services to a wide range of clients.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
10/07/2022 - Present
Formidable Asset Management, LLC (Vero Beach FL)
FL
03/27/2013 - 10/12/2022
RAYMOND JAMES & ASSOCIATES, INC. (VERO BEACH FL)
FL
08/20/2008 - 03/25/2013
WELLS FARGO ADVISORS, LLC (SEBASTIAN FL)
NJ
07/16/2007 - 08/25/2008
BOENNING & SCATTERGOOD, INC. (MARMORA NJ)
MD
10/21/2005 - 06/08/2007
FERRIS, BAKER WATTS INCORPORATED (BEL AIR MD)
NY
04/23/2001 - 10/24/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/08/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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