Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Allbee is a financial advisor with J.P. Morgan Securities LLC. Travis has been in the industry since 2009. Travis has been registered with J.P. Morgan Securities LLC since 2012. Prior to joining J.P. Morgan Securities LLC, Travis was with SCOTTTRADE, INC., CHASE INVESTMENT SERVICES CORP., WADDELL & REED, INC., and EDWARD JONES. Travis is a Series 7 and Series 66 licensed professional. Travis specializes in providing financial advice to individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and labor unions. Travis is registered in 22 states.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
WA
06/22/2017 - Present
J.p. Morgan Securities LLC (SEATTLE WA)
WA
04/17/2014 - 06/12/2017
SCOTTRADE, INC. (SEATTLE WA)
WA
10/01/2012 - 04/07/2014
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
WA
04/09/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SEATTLE WA)
WA
12/01/2009 - 03/23/2010
WADDELL & REED, INC. (SEATTLE WA)
WA
01/07/2009 - 08/19/2009
EDWARD JONES (SEATTLE WA)
BOTH
Issued 01/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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