Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy McEuen is a financial advisor with Raymond James & Associates, Inc. Tracy has been in the financial services industry since 1995. Tracy has experience working with individuals, high-net-worth individuals, corporations, insurance companies, pension and profit sharing plans, charitable organizations, and banking or thrift institutions. Tracy is registered in multiple states including Indiana, Pennsylvania, and California. Tracy holds Series 63, 66, 7, 9, and SIE licenses. Tracy is also an active member of the financial services industry. Tracy is committed to providing clients with personalized financial advice and investment management services.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
10/01/2024 - Present
Raymond James & Associates, Inc. (CRANBERRY TOWNSHIP PA)
FL
07/13/1995 - 07/08/1996
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
01/03/1995 - 07/12/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/25/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Tracy McEuen is the right advisor for you? Invested Better is here to help.
