Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Bentley Smythe is a financial advisor with Stratos Wealth Partners, Ltd. and Stratos Investment Management, LLC. Travis has been in the financial services industry since 2014. Travis holds the Series 63, Series 66, Series 7 and Series 7TO securities licenses. Travis is also a Chartered Financial Analyst. Travis specializes in working with high net worth individuals, corporations, and charitable organizations. Travis provides a range of financial services including financial planning, portfolio management, and pension consulting.
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
11/02/2023 - Present
Stratos Wealth Partners, Ltd. (BEACHWOOD OH)
OK
09/02/2014 - 02/07/2019
FIRST ALLIED SECURITIES, INC. (TULSA OK)
BC
Issued 02/12/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/18/2024
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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