Tracy Helene Aalvik

Hi, I am

Tracy
Helene Aalvik

I am an Investment Advisor with over 22 years of Experience dealing and investing in stocks and other related financial markets.

Hi, I am

Tracy
Helene Aalvik

With my wealth of experience, I can easily manage and grow your investment portfolio to keep accumulating profit even in bearish situations.

About me

YEARS OF
EXPERIENCE

I create implementable strategies to grow your portfolio.

I'm currently working with LPL FINANCIAL LLC (CRD#: 6413) and have passed four(4) broker qualification examinations with sixteen(16) State licenses.
I can help you manage and improve the profit accumulation status of your investment portfolio with visible results in less than a month.

100% Dedicated Attitude.

100% Satisfied Clients

Examinations

State Securities Law Exam

Series 66 - Uniform Combined State Law Examination [Nov 11, 2008]

Series 63 - Uniform Securities Agent State Law Examination [Mar 1, 1999]

General Industry/Products Exam

SIE - Securities Industry Essentials Examination [Oct 1, 2018]

Series 7 - General Securities Representative Examination [Feb 5, 1999]

What i do

My Services

Financial Consulting

Stock Brokerage

Digital Assets Trading

Let's Talk

Do you have a stable and healthy Investment Portfolio?

Portfolios Handled
With 100% Satisfaction

250+

Clients Serviced
With 100% Satisfaction

138+

Total Capital
Handled in Investments

$850M

Testimonials

Reviews from Clients

Brayden Hunk

I've been working with Tracy since early 2016, She basically helped me set up my first ever trading portfolio. It's amazing how everything looked so easy back then, she knew the right ways to help you understand any confusing concept, situation and even strategies in the financial markets.

Grace Wilson

Tracy H is one of a kind, I worked with a couple of brokers before I met her but I got to truly understand the markets and what its about when I signed up with Tracy. She is highly recommended by me and my husband in any financial/investment related matter.

Godfrey Lenin

Tracy Helene Aalvik is a really dedicated and efficient stock broker; she doesn't just manage my portfolio in the stock market, she reinvests in different financial markets and makes profit even when there's wide-spread losses.

Agatha Baroque

I can't make any investment decision these days without seeking advice first from Tracy H. She always has an accurate representation of the happenings across different financial markets in real-time. She's just really good at what she does.