Ann Tracy
Financial Services Representative at Hd Vest Financial Services
Based in Tamaqua, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Tamaqua
Industry
Financial Services
Company size
244
Contact information
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a•••••••@avantax.com
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Background
About Ann Tracy
I create an analysis report on client’s personal financial goals. In conjunction with the analysis I provide specific recommendations as to which products would appropriately suit the clients expressed need within his/her budgetary constraints. I have been employed by Longhi Financial Inc. since November 2003. I have attained my series 6, 63 and insurance licenses through my affiliation with HD Vest. I also have 10 years of tax preparation experience professionally. I am a Registered Tax Return Preparer with the Internal Revenue Service. I am well versed in tax law. I am also a registered Notary Public so that I can assist with any notarization needs for our financial clients as a free service.* Securities services offered through HD Vest Investment Services (SM)(HDVIS), Member/SIPC. Advisory services offered through HD Vest Advisory Services (SM) HDVAS.) HDVIS does not provide tax or legal advice. Please visit for more information.*
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