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.
October, 2021 - present
Registered Representative at Equity Services, Inc.
Registered Representative at NEXT Financial Group
Registered Representative at Silver Oak Securities, Inc.
Registered Representative at Hilltop Securities
Registered Representative at Touchstone Wealth
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