Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Keeney is a financial advisor registered with Ameriprise Financial Services, LLC. Travis has been working in the financial industry since August 2014. Travis is licensed to provide investment advice in 26 states, including Texas, California, Florida, and New York. Travis has passed the Series 66, Series 7, and the SIE exams. Travis specializes in financial planning, asset allocation services, pension consulting, educational seminars, and portfolio management. Travis's firm, Ameriprise Financial Services, LLC, is a large firm with over $1 billion in assets under management. Ameriprise Financial Services, LLC, offers a wide range of financial services, including investment management, financial planning, and insurance.
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.
Asset allocation services
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
TX
10/28/2022 - Present
Ameriprise Financial Services, LLC (Marshall TX)
TX
08/25/2014 - 10/31/2022
EDWARD JONES (MARSHALL TX)
BOTH
Issued 09/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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