Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Druzisky is a financial advisor with Stifel, Nicolaus & Company, Inc. Tracy has been working in the financial industry since 1993 and holds both Series 63 and 66 licenses, as well as Series 7 and the SIE. Tracy is also registered to provide investment advice in 44 states and the District of Columbia. Tracy has worked for several firms throughout her career, including UBS Financial Services Inc., Wells Fargo Advisors, LLC, Morgan Stanley DW Inc., and Prudential Securities Incorporated. Tracy has expertise in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Tracy also holds the position of Vice President at Druzisky Golf Design, a golf course design company.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
03/06/2024 - Present
Stifel, Nicolaus & Company, Inc. (BOISE ID)
ID
06/06/2013 - 12/15/2020
UBS FINANCIAL SERVICES INC. (BOISE ID)
ID
04/28/2010 - 06/07/2013
WELLS FARGO ADVISORS, LLC (BOISE ID)
NY
06/30/1994 - 10/27/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
11/01/1993 - 06/10/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 04/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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