Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Williams is a financial advisor at Coordinated Capital Securities, Inc. Tracy has been a financial advisor since 2003 and has experience with securities and investment advisory services. Tracy is a Series 7, Series 24, and Series 28 licensed professional, and holds the SIE and Series 99TO designations. Tracy has held previous roles at Three Lakes Securities, LLC. Tracy is licensed to provide financial advice in Wisconsin.
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.
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.
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2
WI
01/02/2003 - Present
Coordinated Capital Securities, Inc. (FORT ATKINSON WI)
WI
07/01/2015 - 07/13/2015
THREE LAKES SECURITIES, LLC (MADISON WI)
WI
01/14/2011 - 02/05/2013
THREE LAKES SECURITIES, LLC (MADISON WI)
BC
Issued 03/18/2014
Series 24 - General Securities Principal Examination
BC
Issued 12/20/2002
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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