Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Michelle Davis is a financial professional with over 15 years of experience in the industry. Tracy is currently registered as an Investment Advisor Representative with State Farm Investment Management Corp., where she serves clients in Fort Thomas, KY. Tracy is licensed in both Kentucky and Ohio. Tracy offers a range of financial services, including portfolio management for individuals and investment companies. Tracy is also a licensed insurance agent.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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KY
08/22/2018 - Present
State Farm Investment Management Corp. (Fort Thomas KY)
BC
Issued 05/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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