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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 Tucker is an investment advisor representative with Cetera Investment Advisers LLC. Travis has been in the financial services industry since May 11, 2000. Travis is registered to provide investment advice in Massachusetts and Texas, and is also a registered representative in many other states. Travis is committed to providing financial advice that meets the needs of each individual client.
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.
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
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (DANVERS MA)
MA
05/30/2014 - 06/17/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ANDOVER MA)
MA
10/15/2012 - 05/30/2014
PURSHE KAPLAN STERLING INVESTMENTS (BURLINGTON MA)
MA
06/01/2009 - 10/25/2012
MORGAN STANLEY (DANVERS MA)
MA
12/13/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DANVERS MA)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/27/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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