Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Whited is a financial advisor in Virginia Beach, Virginia. Tracy is a registered Investment Advisor Representative (IAR) with Wealthtrak Advisors. Tracy has over 30 years of experience in the financial industry. Tracy specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Tracy also offers educational seminars and selection of other advisors services. Tracy is committed to providing her clients with personalized service and helping them achieve their financial goals. Prior to joining Wealthtrak Advisors, Tracy held positions at First Allied Securities, Inc. and FFP Securities, Inc. Tracy is licensed in Virginia and has passed the Series 7, 63 and 65 exams.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
04/03/2012 - Present
Wealthtrak Advisors (VIRGINIA BEACH VA)
VA
05/30/2008 - 08/04/2014
FIRST ALLIED SECURITIES, INC. (VIRGINIA BEACH VA)
VA
08/26/1991 - 05/30/2008
FFP SECURITIES, INC. (CHESAPEAKE VA)
MN
05/08/1990 - 11/27/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/08/1990 - 11/27/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
01/24/1990 - 03/05/1990
J. W. GANT & ASSOCIATES, INC.
IA
Issued 12/31/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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