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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Allen Routt is a financial advisor who has been in the industry since July 18, 1996. Travis Allen Routt is currently registered with Ameriprise Financial Services, LLC and holds a Series 65, Series 63, Series 10, Series 9, SIE, Series 31, Series 7, and Series 52 licenses. Travis Allen Routt is also a Certified Financial Planner. Travis Allen Routt has previously worked at AMERIPRISE ADVISOR SERVICES, INC.. Travis Allen Routt provides financial planning, asset allocation, and portfolio management services to a variety of clients, including individuals, families, trusts, estates, businesses, and retirement plans. Travis Allen Routt is registered in 27 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.
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 services
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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FL
02/20/2010 - Present
Ameriprise Financial Services, LLC (PALM BEACH GARDENS FL)
FL
07/19/1996 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (PALM BEACH GARDENS FL)
IA
Issued 10/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/15/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 12/19/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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