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Tracie L. Southerland

Opes Advisors, Inc.

Financial Planner in Palo Alto, CA

Address:
555 College Ave
Palo Alto, CA 94306
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About Tracie L. Southerland

Tracie Southerland is a financial professional at Opes Advisors, Inc. located in Palo Alto, California. Tracie Southerland holds an industry securities registration subject to FINRA oversight having passed securities examinations including S6, S63 and S65. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

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Languages

Tracie Southerland provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Tracie Southerland
555 College Ave
Palo Alto, CA 94306

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