Tracy Germano (CRD# 1748857) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Vero Beach, FL and has over 15 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 6980780
Fidelity Personal And Workplace Advisors
CRD# 1076829
Securities Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Formidable Asset Management | Cincinnati, OH | Sep 2022 - Current | 1 |
| Wells Fargo Bank | Sebastian, FL | Dec 2012 - Sep 2022 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
- FL
- OH
-
Total Assets Under Management887MILLIONS
-
Total Number of Accounts1,064ACCOUNTS
-
Average Account Value$833,491
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
AZ, CA, CO, DE, FL, GA, IL, IN, KY, MA, NC, NY, OH, OR, PA, SC, TN, TX, VA, WA
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