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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Rose Wilson is an investment advisor representative with Fisher Investments, based in Plano, TX. Tracy is a Series 65 licensed individual with experience in the industry. Tracy's primary focus is providing investment advice to high-net-worth individuals, families, corporations, and institutions. Tracy is also a product specialist for Acura and has experience working with charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/26/2021 - Present
Fisher Investments (PLANO TX)
IA
Issued 06/20/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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