Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Tiell is a registered representative and investment advisor representative with Stratos Wealth Partners, Ltd. located in Fostoria, OH. Travis holds the Series 7, Series 6, Series 63, and Series 65 licenses. Travis is an experienced professional with over 10 years of experience in the financial services industry. Travis provides financial advice to individuals, corporations, and charitable organizations. Travis has previously worked with Woodbury Financial Services, Inc. and SII Investments, Inc. Travis is also a licensed tax preparer and insurance agent.
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.
Percentage of assets under management with third party managers
1
2
OH
09/17/2020 - Present
Stratos Wealth Partners, Ltd. (FOSTORIA OH)
OH
10/18/2017 - 10/01/2019
WOODBURY FINANCIAL SERVICES, INC. (BASCOM OH)
OH
11/10/2011 - 10/18/2017
SII INVESTMENTS, INC. (BASCOM OH)
BC
Issued 07/26/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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