Unclaimed
Travis Call is a registered investment advisor with Moelis & Co. LLC in Houston, TX. Travis has been in the industry since December 2021, holding the Series 79TO, Series 63, and SIE licenses. Travis was previously registered with Citigroup Global Markets Inc. and holds a state registration in Texas.
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.
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.
1
2
TX
07/23/2024 - Present
Moelis & Co. LLC (HOUSTON TX)
TX
12/07/2021 - 07/26/2024
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
BC
Issued 12/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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