Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Cloud is a registered investment advisor representative with MML Investors Services, LLC. Travis is active in the industry since 2009. Travis Cloud is a licensed investment advisor in the states of Texas, Florida, Georgia, Louisiana, Massachusetts, Mississippi, New Mexico, New York and California. Travis has a Series 7, Series 66 and SIE license. Travis was previously employed with MSI FINANCIAL SERVICES, INC., PARK AVENUE SECURITIES LLC, PRUCO SECURITIES, LLC., and METLIFE SECURITIES INC. Travis Cloud is licensed to provide investment advice.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
TX
03/25/2017 - Present
MML Investors Services, LLC (Austin TX)
TX
06/29/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (AUSTIN TX)
TX
09/08/2011 - 07/01/2015
PARK AVENUE SECURITIES LLC (AUSTIN TX)
TX
08/03/2011 - 08/23/2011
PRUCO SECURITIES, LLC. (AUSTIN TX)
TX
08/12/2009 - 04/19/2011
METLIFE SECURITIES INC. (AUSTIN TX)
BOTH
Issued 09/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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