Jina Amelia Rachel Penn-Tracy

Current Employers

Employment History

• 07/2010 → 07/2017
  Financial West Group
  Westlake Village, CA
• 07/2017 → Present
  Vanderbilt Securities, Llc
  Woodbury, NY
• 07/2017 → Present
  Vanderbilt Advisor Services
  Woodbury, NY

Previous Registrations

• 2010-07-22 → 2017-07-06
  Financial West Group
  Minneapolis, MN
  Westminster, MD
  Denver, CO
  Minneapolis, MN
  Newmarket, NH
  Minneapolis, MN
  Minneapolis, MN

Other Businesses

1 ) Center-Wealth Fixed Insurance - Life, LTC & Disability. Non-investment related. Start Date: 7/1/17. Address: 4353 Uptown Ave S suite 103, Minneapolis MN 55410. Title: Agent/Owner. Duties: Sales of Life LTC and Disability Insurance related to financial planning. 5% of time spent of this activity during business hours. 2) Renew Power Systems Inc (DBA RPSi) located at 4353 Upton Ave S#103, Minneapolis, MN and 4211 Vincent Ave S, Minneapolis, MN. Start Date: 04/13/2022, Position: Business Strategy Advisor and Co-Owner. Nature: Electrical Grid Integration Technology. Approximately less than 2% of time spent of this activity during business hours. Duties: Meet with Board of Directors periodically to review overall strategy. Answer questions at conference and networking events. Review marketing materials. Advise on Sustainability Reporting. 3) RPSi (dba SYNCRIS). Non-investment related. Start Date: 07/01/2024. Address: 4353 Uptown Ave S suite 103, Minneapolis MN 55410. Title: Board Member. Duties: Oversight of company management. Voting on approval of corporate actions.. 10% of time spent of this activity during business hours.

Exams

• S66 Uniform Combined State Law Examination
  2021-12-29

Other Names

• Jina Amelia Lucas
• Jina Amelia Rachel Penn
• Jina Amelia Rachel Penn