Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Beckett is a financial advisor with Fidelity Personal And Workplace Advisors. Travis has been working in the financial services industry since January 19, 2018, and is registered with FINRA and the Securities Industry Essentials Examination. Travis' previous employers include J.P. MORGAN SECURITIES LLC and NYLIFE SECURITIES LLC. Travis has earned the Series 6, 7TO, 63, and 66 licenses. Travis works with a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations, corporations or other businesses, and state or municipal government entities. Travis' specializations include providing financial planning, educational seminars, and selecting other advisors. Travis is also involved in providing portfolio management for businesses and individuals.
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.
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.
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.
1
2
OH
05/03/2024 - Present
Fidelity Personal AND Workplace Advisors (COLUMBUS OH)
OH
05/01/2018 - 06/23/2023
J.P. MORGAN SECURITIES LLC (DUBLIN OH)
OH
12/21/2017 - 04/11/2018
NYLIFE SECURITIES LLC (DUBLIN OH)
BOTH
Issued 08/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Travis Beckett is the right advisor for you? Invested Better is here to help.
