Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Blaser is a financial advisor registered with Cetera Investment Advisers LLC and based in Scottsdale, Arizona. Travis has been in the financial industry since September 12, 2000 and holds Series 7, 6, 52TO, 63, 66, 24 and 53 licenses. He is also registered with the state of Arizona as an investment advisor representative. Travis has previously worked with First Allied Securities, Inc., National Planning Corporation, SagePoint Financial, Inc., SunAmerica Securities, Inc. and Washington Square Securities, Inc. Travis specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
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.
1
2
AZ
11/12/2020 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
AZ
10/07/2014 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SCOTTSDALE AZ)
AZ
01/12/2009 - 10/08/2014
NATIONAL PLANNING CORPORATION (SCOTTSDALE AZ)
AZ
10/31/2005 - 01/14/2009
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
08/09/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CT
09/13/2000 - 08/10/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BOTH
Issued 02/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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