Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Adonis Allen is a registered investment advisor representative with Alliancebernstein LP. Travis is based in Washington, DC and has been in the industry since December 31, 2003. Travis is licensed to offer investment advice in 21 states and holds several securities licenses, including Series 7, 10, 9, 31, and 66.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
DC
05/20/2013 - Present
Alliancebernstein LP (WASHINGTON DC)
BOTH
Issued 08/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/01/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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