Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Marie Lardiere is a registered representative with Raymond James & Associates, Inc. in Destin, FL. Tracy has been in the industry since December 1999. Tracy holds Series 7, 63 and 65 licenses. Tracy is also registered with the state of Florida as an investment advisor representative. Tracy has previously worked at WELLS FARGO ADVISORS, LLC, FIRST ALBANY CORPORATION, SALOMON SMITH BARNEY INC., and PAINEWEBBER INCORPORATED.
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
FL
10/02/2015 - Present
Raymond James & Associates, Inc. (DESTIN FL)
FL
08/05/2000 - 10/15/2015
WELLS FARGO ADVISORS, LLC (DESTIN FL)
NY
04/07/2000 - 08/05/2000
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
12/22/1999 - 03/23/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
11/03/1999 - 11/10/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 08/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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