Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Renee Gravatt is a financial advisor with LPL Financial LLC. Tracy has been in the industry since 2003 and is registered with the state of Missouri as a Registered Representative and Investment Advisor Representative. Tracy has a diverse background, having previously worked with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Advisors, LLC. Tracy is committed to providing personalized financial advice to her clients.
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.
Consulting and other non-discretionary advisory services
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
MO
11/10/2023 - Present
LPL Financial LLC (Fenton MO)
MO
09/17/2012 - 11/03/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
01/01/2008 - 09/17/2012
WELLS FARGO ADVISORS, LLC (FRONTENAC MO)
MO
03/31/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 06/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/24/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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