Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Travis is a financial advisor with Cetera Investment Services LLC, a firm with a "NOT IN SCOPE" designation for the Investment Adviser Act of 1940. Jennifer has been working in the financial services industry since February 6, 1999 and has been with Cetera Investment Services LLC since April 4, 2013. Jennifer is registered in Kentucky with a Series 6, SIE, and Series 63 license. Jennifer has a history with several other firms including MORGAN KEEGAN & COMPANY, INC., PFIC SECURITIES CORPORATION, and INVEST FINANCIAL CORPORATION.
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.
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.
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2
MN
04/04/2013 - Present
Cetera Investment Services LLC (ST CLOUD MN)
TN
07/28/2004 - 03/31/2012
MORGAN KEEGAN & COMPANY, INC. (NASHVILLE TN)
TN
11/11/1998 - 08/03/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
WI
06/04/1996 - 03/10/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
BC
Issued 07/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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