Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Sissler is a financial advisor with Raymond James Financial Services Advisors, Inc. in Raleigh, North Carolina. Travis has been working in the financial industry since July 4, 2013. Travis has worked at several firms including Wells Fargo Clearing Services, LLC and Pinnacle Financial Partners/Pinnacle Bank. Travis holds the Series 6, 7, 63 and 66 licenses. Travis specializes in providing financial planning, investment advice, and portfolio management services for individuals, businesses, and retirement plans. Travis is committed to providing clients with personalized financial solutions that meet their individual needs.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NC
10/12/2021 - Present
Raymond James Financial Services Advisors, Inc. (Raleigh NC)
NC
08/07/2019 - 01/05/2021
WELLS FARGO CLEARING SERVICES, LLC (RALEIGH NC)
NC
04/18/2011 - 02/22/2018
WELLS FARGO CLEARING SERVICES, LLC (CARY NC)
BOTH
Issued 05/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/15/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Travis Sissler is the right advisor for you? Invested Better is here to help.
