linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Todd Travia

Fidelity Brokerage Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Todd? Claim Your Profile

About Todd Travia

Todd Travia is a financial advisor who has been in the industry since January 17, 1995. Currently, Todd is registered with Fidelity Brokerage Services LLC and National Financial Services LLC. Todd has been registered in New Jersey since December 18, 2015. Todd's experience includes roles at J.P. Morgan Securities LLC, J.P. Morgan Clearing Corp., and Donaldson, Lufkin & Jenrette Securities Corporation.

Firm Information

Todd Travia is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Todd Travia’s Registration & Firm History

NJ

02/04/2020 - Present

Fidelity Brokerage Services LLC (JERSEY CITY NJ)

NY

10/02/2014 - 10/22/2015

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

08/20/2002 - 10/22/2015

J.P. MORGAN CLEARING CORP. (NEW YORK NY)

NY

12/14/2009 - 04/18/2014

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

06/01/1998 - 12/31/2008

J.P.MORGAN SECURITIES INC. (BROOKLYN NY)

NJ

11/25/1994 - 04/27/1998

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

Not sure if Todd Travia is right for you?

Licenses & Designations

BC

Issued 12/18/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/03/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Todd Travia.
Not sure if Todd Travia is right for you?