Tracy Lepore is a registered investment advisor, based in Lombard, IL, with 8 years of industry experience.
Location
One East 22nd Street, Suite 710, Lombard, IL, 60148
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Tracy spends nearly full-time working for Skyline Wealth Partners, doing business as Cetera Business.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Advisers LLC
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Advisory Services, LLC
July 2018 - June 2019 · 11 mos
Foresters Financial Services, INC.Broker
October 2017 - June 2019 · 1 yr 8 mos
State Registrations12 states
AZCACOFLHIILINMIORTXWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.