Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Critten is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Travis has been in the financial services industry since 2001. Travis is registered with the Securities and Exchange Commission (SEC) as a Registered Representative and Investment Advisor Representative and has a Series 7, Series 10, Series 9, Series 63, and Series 65 license. Travis's firm, Wells Fargo Advisors Financial Network, LLC, offers a wide range of financial products and services, including investment management, financial planning, and retirement planning. Travis's office is located in PEORIA, Illinois.
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.
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.
Investment consulting services to institutional 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
10/31/2019 - Present
Wells Fargo Advisors Financial Network, LLC (PEORIA IL)
IL
02/13/2001 - 10/31/2019
WELLS FARGO CLEARING SERVICES, LLC (PEORIA IL)
BC
Issued 03/27/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/14/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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