Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Morse Kinder is an investment advisor representative with Compound Planning. Tracy has been in the industry since April 2013 and has a Series 65 license. Tracy Kinder is registered with the state of Florida as an Investment Advisor. Tracy has previously worked at Claraphi Advisory Network, LLC in Aliso Viejo, CA. Tracy Kinder specializes in portfolio management for individuals and businesses, financial planning, educational seminars and selection of other advisors.
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.
Selection of other advisers
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NY
01/30/2024 - Present
Compound Planning (NEW YORK NY)
IA
Issued 01/31/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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