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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Travis is an investment advisor representative with ON Investment Management Co., where he has been working since January 2011. Dennis is a chartered financial consultant with over 25 years of experience in the financial services industry. Dennis specializes in providing financial planning and portfolio management services to individual clients and businesses. He also has experience working with charitable organizations, pension and profit-sharing plans and high-net-worth individuals. Dennis is registered to provide investment advisory services in California, Colorado, District of Columbia, Florida, Massachusetts, New Jersey, Pennsylvania, Texas and Virginia. In addition to his work with ON Investment Management Co., Dennis also provides tax preparation services as a tax preparer.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
01/26/2011 - Present
ON Investment Management Co. (Pittsburgh PA)
PA
12/02/1991 - 12/17/2010
METLIFE SECURITIES INC. (PITTSBURGH PA)
PA
12/02/1991 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PITTSBURGH PA)
IA
Issued 03/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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