Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Cooper Berg has been in the financial industry since 1998 and is currently registered with Valic Financial Advisors, Inc. Travis has a diverse background with previous experience at AIG Capital Services, Inc., ATEL Securities Corporation, Allstate Financial Services, LLC, and Van Kampen Funds Inc. Travis specializes in providing financial planning, portfolio management, and selection of other advisers to individuals. Travis is registered in all 50 states and District of Columbia as a broker-dealer and is also registered in Texas as an Investment Advisor Representative.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
TX
03/06/2007 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
TX
11/18/2013 - 08/16/2021
AIG CAPITAL SERVICES, INC. (HOUSTON TX)
CA
09/21/2004 - 01/04/2007
ATEL SECURITIES CORPORATION (SAN FRANCISCO CA)
NE
02/18/2003 - 07/30/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
TX
06/30/1999 - 03/04/2003
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
09/25/1998 - 06/09/1999
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IA
Issued 06/21/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/04/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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