Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Eugene Wilson is a financial advisor with Wells Fargo Clearing Services, LLC, specializing in investment consulting, financial planning, and pension consulting services. Travis holds Series 6, 7, 9, 10, 63, and 65 licenses. Travis has been a registered representative for over 20 years and has held several positions in the industry. Travis is registered with the Securities and Exchange Commission (SEC) and is required to comply with all applicable regulations.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
05/31/2016 - Present
Wells Fargo Clearing Services, LLC (DALLAS TX)
OH
12/19/2000 - 03/10/2006
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
09/22/1997 - 12/31/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
IA
Issued 05/31/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/04/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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