Tracy Zimmermann

Registered Representative at Private Client Services (PCS), Member FINRA, SIPC

Tracy Zimmermann has been working as a Registered Representative at Private Client Services since October 2021. Prior to that, Tracy worked in a similar role at Navigon Financial Group for 8 years. Tracy has also held positions as an Operations Manager at LPL Financial and CUSO Financial Services, LP. Tracy's earlier experience includes roles as a Sales Coordinator at Radisson and an Office Manager at Scott Boyd Financial Services. Tracy holds an Associate's degree in Hospitality and Restaurant Management from California Culinary Academy.

Links

Previous companies

LPL Financial logo
CUSO Financial Services logo

Timeline

  • Registered Representative

    October, 2021 - present