Ryan Tracy

As an Investment Advisor Representative, Ryan acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

I look to serve as a resource to my clients, providing them with the service, tools, and guidance they need to navigate their financial path with confidence.

QUALIFICATIONS

• Over 5 years in the Financial Services Industry
• Holds the Series 7 and 63 Securities Registrations
• Licensed to sell Disability Income Insurance
• Licensed to sell Life, Accident, and Health Insurance*

PROFILE

• Graduated with a Bachelor’s Degree from the State University of New York in Plattsburgh
• Enjoys playing golf, woodworking, fishing and motorcycles
• Currently resides in Somers, NY with his wife Michelle and their three children, Matthew, Hannah and Molly

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.

Check the background of this investment professional on FINRA’s BrokerCheck