Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Clark Pasma is a financial advisor registered with LPL Financial LLC. Travis has been in the financial services industry since April 2004. Travis's current registrations include Series 65, Series 66, and Series 7. Travis is a licensed investment advisor in Michigan. Travis has previous experience with CUNA Brokerage Services, Inc., CUSO Financial Services, L.P., Sigma Financial Corporation, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Travis offers financial planning, pension consulting, portfolio management for individuals, and portfolio management for businesses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
05/18/2022 - Present
LPL Financial LLC (Lansing MI)
MI
07/25/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Okemos MI)
CA
09/19/2016 - 07/16/2019
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
MI
07/23/2007 - 09/15/2016
SIGMA FINANCIAL CORPORATION (WILLIAMSTON MI)
MI
04/14/2004 - 08/06/2007
AMERIPRISE FINANCIAL SERVICES, INC. (EAST LANSING MI)
MN
04/14/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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