Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gloria? Claim Your ProfileGloria Carol Travis is a registered representative and investment advisor representative with PFS Investments Inc. Gloria is licensed in Nebraska and Missouri. Gloria holds the Series 63, Series 65, and Series 6 licenses, as well as the SIE exam. Gloria has been in the securities industry since 2005 and has experience in providing financial advice to individuals and businesses. Gloria's primary focus is portfolio management, but also offers other services such as financial planning, educational seminars and selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
NE
05/01/2017 - Present
PFS Investments Inc. (OMAHA NE)
IA
Issued 03/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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