Tracey KnosCRD Number: 1870631
Current Firm: Charles Schwab & Company, Inc.
Tracey Knos (CRD# 1870631) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 22 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Nora James Photography||Queen Creek, AZ||Aug 2010 - Current||6|
|Charles Schwab & Company, Inc.||Phoenix, AZ||Jul 2007 - Current||9|
|Chase Investment Services Corp||Phoenix, AZ||Oct 2006 - Jun 2007||< 1|
|Freestand Financial||Phoenix, AZ||Jan 2005 - Oct 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1995|
|S66||NASAA Uniform Combined State Law Examination||Nov 2006|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV