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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 Gunter is a financial advisor with Edelman Financial Engines in Rosevill, California. Tracy has been working in the financial industry since 2002. Tracy is licensed in California and Texas and holds both a Series 7 and Series 66 license. Tracy has experience working at other firms including LPL Financial Corporation and Associated Securities Corp. Tracy is a Certified Financial Planner (CFP).
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
CA
07/25/2022 - Present
Edelman Financial Engines (ROSEVILL CA)
CA
09/08/2009 - 10/11/2010
LPL FINANCIAL CORPORATION (ROCKLIN CA)
CA
12/19/2008 - 09/08/2009
ASSOCIATED SECURITIES CORP. (ROCKLIN CA)
CA
01/02/2003 - 12/31/2008
FSC SECURITIES CORPORATION (ROCKLIN CA)
NA
10/21/1986 - 02/18/1987
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
NA
10/21/1986 - 02/06/1987
KIRKPATRICK, PETTIS, SMITH, POLIAN INC.
NA
05/25/1984 - 04/11/1985
FINANCIAL PLANNERS EQUITY CORPORATION
BOTH
Issued 04/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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