Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travere? Claim Your ProfileTravere Parsons has been a financial professional since 2009. Travere has experience working with a variety of clients, including individuals, corporations, high-net-worth individuals, and charitable organizations. Travere is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Before joining Merrill Lynch, Travere was with WELLS FARGO CLEARING SERVICES, LLC. Travere is a Series 6, 7, and 63 licensed representative.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
07/12/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NJ
10/01/2019 - 04/07/2021
WELLS FARGO CLEARING SERVICES, LLC (RIDGEWOOD NJ)
NY
09/19/2016 - 08/29/2019
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
09/04/2015 - 08/29/2016
PNC INVESTMENTS (STERLING NJ)
NJ
10/01/2012 - 06/23/2015
J.P. MORGAN SECURITIES LLC (SUMMIT NJ)
NJ
12/23/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SUMMIT NJ)
BC
Issued 01/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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