Unclaimed
Tracy Timmerman is a Registered Representative and Investment Advisor Representative with Fifth Third Securities, Inc. based in St. Petersburg, Florida. Tracy has been in the securities industry since 1998. Tracy is registered with the state of Florida. Tracy previously worked at MWA Financial Services Inc., MML Investors Services, LLC, Sunset Financial Services, Inc., Foresters Equity Services, Inc., NYLIFE Securities Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
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.
Sponsor wrap fee program
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.
1
2
FL
10/22/2018 - Present
Fifth Third Securities, Inc. (ST. PETERSBURG FL)
FL
06/07/2011 - 10/20/2016
MWA FINANCIAL SERVICES INC. (CLEARWATER FL)
FL
01/29/2008 - 04/19/2011
MML INVESTORS SERVICES, LLC (TAMPA FL)
FL
08/17/2007 - 01/25/2008
SUNSET FINANCIAL SERVICES, INC. (TAMPA FL)
FL
10/02/2002 - 01/03/2007
FORESTERS EQUITY SERVICES, INC. (TAMPA FL)
NY
08/01/2002 - 10/03/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
MN
01/27/1998 - 07/31/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/27/1998 - 07/31/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 9/4/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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