Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trina? Claim Your ProfileTrina Norine Tracy is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Seymour, Indiana. Trina has been in the financial services industry for over 35 years. She has extensive experience providing financial advice to individuals and businesses. Trina is also a Certified Financial Planner. Trina holds licenses in several states, including Indiana, Alabama, Arizona, California, Florida, Georgia, Illinois, Kentucky, Michigan, Mississippi, Missouri, Ohio, Oklahoma, Tennessee, Washington, Wisconsin, and Wyoming.
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.
Hourly & fixed rate 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.
Per participant (erisa)
1
2
IN
06/11/2021 - Present
Raymond James Financial Services Advisors, Inc. (Seymour IN)
AZ
11/19/1989 - 11/03/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
10/30/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 12/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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