Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis D. Helmich is an investment advisor representative with Cbiz Investment Advisory Services, LLC. Travis is a registered investment advisor (IA) in Ohio and holds the Series 63, Series 65, and Series 6 licenses. He has over seven years of experience in the financial services industry and has previously worked at Fifth Third Securities, Inc. Travis specializes in providing financial planning services, portfolio management for businesses and individuals, and fiduciary services. He also offers administrative support services to clients.
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.
Performance reporting, fiduciary services and admnistrative support 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.
A percentage of assets under advisement
1
2
OH
11/12/2021 - Present
Cbiz Investment Advisory Services, LLC (Cleveland OH)
OH
05/01/2014 - 10/22/2021
FIFTH THIRD SECURITIES, INC. (AVON LAKE OH)
IA
Issued 01/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Travis Helmich is the right advisor for you? Invested Better is here to help.
