Tracy St Onge (CRD# 6562067) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Haverhill, MA and has over 7 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pentucket Financial Services | Salem, NH | Sep 2015 - Current | 8 |
| Infinex Investments, Inc. | Meriden, CT | Sep 2015 - Current | 8 |
| Bradford Swim Club | Bradford, MA | Jun 2013 - Oct 2016 | 3 |
| Amesbury Chamber Of Commerce | Amesbury, MA | Mar 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- MA
- NH
- TX
-
Total Assets Under Management3,627MILLIONS
-
Total Number of Accounts8,478ACCOUNTS
-
Average Account Value$427,771
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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