Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Sollinger is a financial advisor with over 25 years of experience in the industry. Travis has worked with Lion Street Advisors, LLC and Reedmark Advisors, LLC. Travis specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
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2
PA
11/11/2019 - Present
Lion Street Advisors, LLC (Pittsburgh PA)
PA
07/30/2019 - 09/03/2019
PRUCO SECURITIES, LLC. (Canonsburg PA)
PA
08/20/2018 - 03/12/2019
CITIZENS SECURITIES, INC. (PITTSBURGH PA)
CA
09/30/1999 - 12/31/2000
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
PA
06/16/1997 - 09/21/1999
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
NY
04/25/1997 - 06/18/1997
DREYFUS FINANCIAL SERVICES CORPORATION (NEW YORK NY)
PA
11/15/1993 - 05/28/1997
DREYFUS INVESTMENT SERVICES CORPORATION (PITTSBURGH PA)
FL
12/15/1992 - 07/14/1993
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
BC
Issued 02/18/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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