Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Hadwin is a financial advisor with Steward Partners Investment Advisory, LLC. Travis has been a financial advisor for over 30 years, and has experience in various aspects of financial planning, including portfolio management, pension consulting, and selection of other advisors. Travis also works with clients on insurance products. Prior to joining Steward Partners, Travis worked at Raymond James Financial Services, Inc., Morgan Stanley, and Merrill Lynch. Travis is registered in 39 states and holds Series 63, 65, 7, 8, 9, 10, 24, and 31 licenses, as well as the SIE.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
FL
04/11/2017 - Present
Steward Partners Investment Advisory, LLC (CLEARWATER FL)
FL
02/16/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLEARWATER FL)
FL
06/01/2009 - 02/21/2017
MORGAN STANLEY (CLEARWATER FL)
FL
12/07/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CLEARWATER FL)
FL
11/09/1999 - 12/12/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEARWATER FL)
MI
04/09/1992 - 11/18/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
NA
10/23/1991 - 10/30/1991
J. W. GANT & ASSOCIATES, INC.
NA
08/15/1991 - 10/17/1991
J. W. GANT & ASSOCIATES, INC.
IA
Issued 5/15/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/31/1995
Series 24 - General Securities Principal Examination
BC
Issued 3/29/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 8/13/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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