Unclaimed
Travis Foreman Davis is an Investment Advisor Representative with State Farm Investment Management Corp. located in Houston, TX. Travis has been in the securities industry since August 7, 2012. Travis holds the Series 6, SIE and Series 63 licenses. Travis is a Chartered Financial Consultant. Travis owns an insurance agency and a real estate investment company.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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2
TX
01/19/2024 - Present
State Farm Investment Management Corp. (Houston TX)
BC
Issued 08/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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