Tracie Anne Fitzgerald

Current Employers

Employment History

• 06/2016 → Present
  Reich Asset Management
  Marmora, NJ
• 06/2016 → Present
  Kestra Investment Services, Llc
  Marmora, NJ
• 06/2016 → Present
  Kestra Advisory Services, Llc
  Marmora, NJ

Previous Registrations

• 2014-11-19 → 2016-06-15
  Pnc Wealth Management Llc
  Linwood, NJ
  Cherry Hill, NJ
  Ocean City, NJ

Other Businesses

Business Name: 1ST Bank of Sea Isle City Investment Related: Yes Address: 137 J.F Kennedy Blvd Sea Isle City NJ 08243 Nature of Business: Loan/Mortgage/Lending Related Position, Title or Relationship: Consumer mortgage director, lending Start Date: 5/31/2016 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Consumer underwriting, manage employees, manage lending pipeline Business Name: Reich Asset Management Investment Related: Yes Address: 110 Roosevelt Blvd Suite 2W Marmora NJ 08223 Nature of Business: Registered Field Assistant; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Field Assistant Start Date: 5/31/2016 Hours per month: 31% - 40% (49 - 64 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: non producingBusiness Name: Azure Wish Sailing Charters, LLC Investment Related: No Address: 11120 Rainer Ave S Seattle WA 98178 Nature of Business: Other Other/None of the Above moorings financial will in charge of setting up the charters and funding for all trips. Position, Title or Relationship: Member Start Date: 1/30/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: My activities will be more of a passive role

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-19
• S63 Uniform Securities Agent State Law Examination
  2004-08-26

Other Names

• Tracie Fitzgerald