Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Shine is a financial advisor with Ameriprise Financial Services, LLC, having joined the firm in May 2004. Travis holds licenses in 26 states, including New Jersey, Texas, and Vermont. In addition to securities licenses, Travis holds an insurance license, which makes Travis a valuable resource for clients seeking a comprehensive approach to their financial planning needs. Travis has been a registered representative in the securities industry since 2004. Prior to joining Ameriprise, Travis was a financial advisor at IDS Life Insurance Company from August 2004 until July 2006. Travis has experience providing financial advice to a diverse range of clients, including individuals, families, businesses, and charitable organizations. Travis has extensive experience in portfolio management and financial planning, and is a strong advocate for client education.
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.
Asset allocation services
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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VT
10/24/2008 - Present
Ameriprise Financial Services, LLC (BRATTLEBORO VT)
MN
08/11/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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