Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Dragan is an Investment Advisor Representative associated with Sequoia Financial Group, LLC. Travis has been in the industry since 2011 and has a Series 65 license. Travis is a Chartered Financial Analyst. Travis also has experience with Boyd Watterson Asset Management, PNC Asset Management, Lineweaver Financial Group, Lineweaver Wealth Advisors, LLC, and Sequoia Financial Group.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OH
06/28/2023 - Present
Sequoia Financial Group, LLC (AKRON OH)
IA
Issued 10/09/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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