Unclaimed
Travis Ferguson is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Travis has been in the industry since 2009. He is registered in Missouri and Texas, and holds Series 7, Series 63 and Series 65 licenses. Travis is experienced in providing financial planning and investment consulting services to individuals, businesses and institutional 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.
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.
1
2
TX
03/01/2013 - Present
Wells Fargo Advisors Financial Network, LLC (DALLAS TX)
TX
01/01/2010 - 03/01/2013
WELLS FARGO ADVISORS, LLC (DALLAS TX)
IA
Issued 07/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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