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. Roseberry is a financial advisor associated with Charles Schwab & CO., Inc. Travis has been in the financial services industry since 2013 and has earned both Series 7 and Series 63 licenses. Travis is a licensed advisor in Indiana and California.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IN
04/05/2021 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
IN
12/05/2006 - 02/23/2015
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BC
Issued 05/06/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/22/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/26/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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