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 Weidman is a financial advisor at Wells Fargo Advisors Financial Network, LLC in Chicago, Illinois. Tracy has been working in the financial industry since 2003. Tracy has a wide range of experience and holds the Series 7, Series 31, SIE, and Series 79TO licenses. Tracy is registered to provide investment advice in 45 states. Tracy is a registered representative of Wells Fargo Advisors Financial Network, LLC.
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.
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.
Investment consulting services to institutional clients
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
IL
09/13/2024 - Present
Wells Fargo Advisors Financial Network, LLC (CHICAGO IL)
IL
01/02/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IA
Issued 05/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 12/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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