Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Cherrix has been in the financial services industry since June 1997. Tracy currently works as an Investment Advisor Representative at Truist Investment Services, Inc. Tracy is registered with the state of Virginia and New Mexico. Tracy is also registered with FINRA.
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.
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.
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VA
05/26/2000 - Present
Truist Investment Services, Inc. (RICHMOND VA)
VA
06/25/1997 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
BC
Issued 08/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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