Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Zimmerer is a financial professional with over 20 years of experience in the industry. Tracy is currently registered with Equitable Advisors, LLC and has been active in the financial services industry since 2002. Tracy has held previous positions at Blackrock Investments, LLC, Horner, Townsend & Kent, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Northwestern Mutual Investment Services, LLC.
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.
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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PA
01/11/2024 - Present
Equitable Advisors, LLC (JAMISON PA)
NJ
09/24/2021 - 12/07/2023
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
PA
10/17/2018 - 03/17/2021
HORNOR, TOWNSEND & KENT, LLC (HORSHAM PA)
NJ
04/21/2015 - 09/13/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
PA
01/13/2014 - 04/10/2015
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
PA
11/21/2011 - 12/20/2013
MML INVESTORS SERVICES, LLC (HORSHAM PA)
NJ
08/28/2003 - 10/31/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PRINCETON NJ)
NY
12/08/2000 - 06/05/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
BOTH
Issued 12/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2019
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/23/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/29/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/16/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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