Tracy Timmerman, financial advisor St. Petersburg FL

Tracy Timmerman

CRD Number: 2983113
Current Firm: Fifth Third Securities, Inc.

Tracy Timmerman (CRD# 2983113) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in St. Petersburg, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Securities St. Petersburg, FL Dec 2016 - Current 4
Fifth Third St Petersburg, FL May 2016 - Current 5
Mwa Financial Services, Inc. Rock Isand, IL Jun 2011 - Oct 2016 5
Modern Woodmen Of America Clearwater, FL May 2011 - Oct 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Tracy Timmerman
Phone Number: 888-889-1025
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,885
    MILLIONS
  • Total Number of Accounts
    7,984
    ACCOUNTS
  • Average Account Value
    $236,155
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, VT, WA, WI, WV, WY

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