Unclaimed
Travis Seurer is a financial advisor with over 20 years of experience in the industry. Travis currently holds Series 7, 9, 10, 24, 63, and SIE licenses, as well as a FINRA registration and is registered with the state of Minnesota. Travis has experience working with Ameriprise Financial Services, LLC, Riversource Distributors, Inc. and American Enterprise Investment Services Inc. Travis is a highly experienced and qualified financial advisor who is committed to helping clients achieve their financial goals.
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.
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.
1
2
MN
03/27/2023 - Present
American Enterprise Investment Services Inc. (Minneapolis MN)
MN
01/03/2011 - 08/08/2012
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
02/03/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
WI
08/31/2000 - 11/01/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BC
Issued 10/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2014
Series 24 - General Securities Principal Examination
BC
Issued 04/14/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/25/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Travis Seurer is the right advisor for you? Invested Better is here to help.