Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Sue Van horn is an investment advisor representative with USI Advisors. Tracy has been working in the financial services industry since at least December 2005. Tracy is registered with the state of Washington as an investment advisor representative. Tracy is licensed to provide investment advice to individuals, businesses, pension plans, insurance companies, investment companies, charitable organizations, and state or municipal government entities. USI Advisors provides a range of investment advisory services, including portfolio management for businesses, selection of other advisors, and pension consulting.
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.
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.
Seminars and consultations
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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WA
04/27/2017 - Present
USI Advisors (Seattle WA)
IA
Issued 09/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2005
Series 63 - Uniform Securities Agent State Law Examination
Active
Inactive
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