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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 Lynn Zimmermann is an investment advisor representative currently registered with Private Client Services, LLC in Durham, NC. Zimmermann is a registered investment advisor in North Carolina and has been in the financial services industry for over a decade, with her first registration date of March 3, 2010. Tracy Lynn Zimmermann is well-versed in investment company products and variable contracts, having passed the Series 6 exam and the Securities Industry Essentials Examination (SIE). In addition to her experience with Private Client Services, LLC, Tracy Lynn Zimmermann has also worked with HORNOR, TOWNSEND & KENT, LLC and LPL Financial 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.
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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NC
10/15/2021 - Present
Private Client Services, LLC (Durham NC)
NC
12/02/2013 - 10/15/2021
HORNOR, TOWNSEND & KENT, LLC (MORRISVILLE NC)
CA
06/11/2013 - 09/18/2013
LPL FINANCIAL LLC (BAKERSFIELD CA)
CA
03/03/2010 - 06/13/2013
CUSO FINANCIAL SERVICES, L.P. (BAKERSFIELD CA)
BC
Issued 03/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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