Tracy Janette Flanagan

Current Employers

Employment History

• 03/2006 → Present
  New York Life Insurance Company
  Sioux Falls, SD
• 10/2010 → 10/2024
  American Portfolios Financial Services
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2011-02-02 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2009-11-24 → 2010-10-05
  Eagle Strategies Llc
  Sioux Falls, SD

Other Businesses

1. GARRY PRIVATE WEALTH RESOURCES, LLC POSITION: Executive Operations Supervisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/13/2006 ADDRESS: 2601 S Western Ave, Sioux Falls, SD 57105 DESCRIPTION: Manage the operations of the estate management firm. 2. INVESTMENT ADVISOR AFFILIATION WITH AMERICAN PORTFOLIOS ADVISORS 3. BROKER LIFE INSURANCE NON-SECURITIES RELATED. 09/19/11 4. Notary Public - not investment related, start date = 07/2017, .5 hours/month 5. NOTARY PUBLIC POSITION: Notary Public NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/12/2015 ADDRESS: 2601 S Western Ave, Sioux Falls SD 57105, United States DESCRIPTION: I provide certification of documents via notary public stamp 6. INSURANCE POSITION: Senior Service Associate NATURE: Insurance service INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 03/13/2006 ADDRESS: 2601 S Western Ave, Sioux Falls SD 57105, United States DESCRIPTION: Provide service, consulting, application processing for life insurance provided through Garry Private Wealth

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-09-16
• S63 Uniform Securities Agent State Law Examination
  2007-10-06

Other Names

• Tracy Janette Fesler
• Tracy Jeanette Flanagan