Tracie L. Southerland
Opes Advisors, Inc.
Financial Planner in Palo Alto, CA
Address:555 College Ave
Palo Alto, CA 94306
About Tracie L. Southerland
Tracie Southerland is a financial professional at Opes Advisors, Inc. located in Palo Alto, California. Tracie Southerland holds an industry securities registration subject to FINRA oversight having passed securities examinations including S6, S63 and S65. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Tracie Southerland provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Tracie Southerland555 College Ave
Palo Alto, CA 94306
Phone Number:
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Website:
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