Unclaimed
Travis Sanders is a financial advisor who has been in the industry since 2001. Travis is currently registered with U.S. Bancorp Investments, Inc. Travis has previously worked at Wells Fargo Clearing Services, LLC and Edward Jones. Travis is a registered investment advisor and has a Series 7, Series 63 and Series 65 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WA
01/23/2023 - Present
U.s. Bancorp Investments, Inc. (Kent WA)
WA
01/03/2011 - 01/20/2023
WELLS FARGO CLEARING SERVICES, LLC (TACOMA WA)
WA
10/09/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (TACOMA WA)
WA
08/05/2004 - 10/13/2009
U.S. BANCORP INVESTMENTS, INC. (MILTON WA)
MO
09/05/2001 - 08/16/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 02/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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