Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Fago is a financial advisor with over 20 years of experience in the industry. He currently works at Golden State Wealth Management, LLC. Travis has previously held roles at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, MML Investors Services, Inc. and MONY Securities Corporation. Travis holds licenses for both Broker-Dealer and Investment Advisor.
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.
A percentage of the total value of assets under management is charged.
Financial planning fee
1
2
CA
09/04/2018 - Present
Golden State Wealth Management, LLC (SOUTH COAST METRO CA)
CA
06/01/2009 - 04/30/2012
MORGAN STANLEY SMITH BARNEY (SAN DIEGO CA)
CA
11/07/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN DIEGO CA)
CA
01/20/2006 - 11/10/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LA JOLLA CA)
MA
05/31/2002 - 09/20/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
06/04/2001 - 08/20/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 02/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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