Unclaimed Profile

Elizabeth Marie Tractenberg

FIRST MIDWEST SECURITIES, INC.·BLOOMINGTON, Illinois

FIRST MIDWEST SECURITIES, INC.

207 W. JEFFERSON STREET, BLOOMINGTON, IL 61701-3969CRD# 4577334Firm CRD# 21786

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Elizabeth Marie Tractenberg · BLOOMINGTON, IL

Registration

CRD #4577334 · FIRST MIDWEST SECURITIES, INC.

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Elizabeth Marie Tractenberg is a registered financial advisor based in BLOOMINGTON, Illinois, affiliated with FIRST MIDWEST SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Elizabeth Marie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Elizabeth Marie is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

FIRST MIDWEST SECURITIES, INC.

FMSI ADVISERS

AUM

$169M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIRST MIDWEST SECURITIES, INC. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4577334

Firm CRD# 21786

View on FINRA BrokerCheck →

Looking for a financial advisor in BLOOMINGTON?

Browse all registered financial advisors in BLOOMINGTON, Illinois or claim this profile if it's yours.

Browse BLOOMINGTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Elizabeth Marie Tractenberg offer?

Elizabeth Marie Tractenberg specializes in Financial Planning, Investment Management. Contact their office in BLOOMINGTON, Illinois for a consultation.

What are Elizabeth Marie Tractenberg's credentials?

Elizabeth Marie Tractenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Elizabeth Marie Tractenberg located?

Elizabeth Marie Tractenberg is based in BLOOMINGTON, Illinois, working with FIRST MIDWEST SECURITIES, INC.. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.

How does Elizabeth Marie Tractenberg charge for services?

Elizabeth Marie Tractenberg's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST MIDWEST SECURITIES, INC.?

FIRST MIDWEST SECURITIES, INC. has approximately 9 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →