Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Loseke is a financial advisor with Fidelity Personal And Workplace Advisors. Travis has been in the financial services industry since 1994 and has experience in a variety of areas, including investment management, financial planning, and retirement planning. Travis is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA) and is also licensed to sell securities in Florida and Texas. Travis is a member of FINRA and holds the Series 7, 63, 9 and 10 licenses. Travis is committed to providing personalized financial advice to help clients reach their financial goals.
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.
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
FL
04/07/2020 - Present
Fidelity Personal AND Workplace Advisors (ALTAMONTE SPRINGS FL)
FL
10/14/1997 - 11/06/2019
CHARLES SCHWAB & CO., INC. (Orlando FL)
IA
12/11/1996 - 10/07/1997
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MA
10/09/1995 - 12/20/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
10/09/1995 - 12/20/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MI
05/16/1994 - 04/17/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 11/19/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/08/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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