Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Allen Travis is a financial advisor with LPL Financial LLC, based in VIRGINIA BEACH, VA. Michael has been in the financial industry since 1977. Michael was previously employed with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER from 1991 to 2019. Michael holds Series 1, 7, 24, 63, and SIE licenses and is a Certified Financial Planner. Michael is registered with FINRA as an investment advisor representative, and with the states of Virginia and Texas. Michael is a financial advisor with LPL Financial LLC and is affiliated with Financial Designs of Virginia, Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
08/19/2019 - Present
LPL Financial LLC (VIRGINIA BEACH VA)
VA
04/08/1991 - 08/13/2019
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (VIRGINIA BEACH VA)
NA
02/05/1988 - 04/08/1991
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
06/07/1983 - 03/05/1988
USLIFE EQUITY SALES CORP.
NA
04/13/1982 - 06/13/1983
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
05/01/1979 - 05/06/1982
USLIFE EQUITY SALES CORP.
NA
06/07/1977 - 05/01/1979
USLIFE EQUITY SALES CORP
BC
Issued 07/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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