Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Garrett Wichman is a financial advisor at Raymond James Financial Services Advisors, Inc. located in Aventura, FL. Travis has been in the industry since 2001 and has a broad range of experience in financial services, including investment advisory, securities, and insurance. Travis holds a Series 6, 7, 31, 63, 65, and 66 licenses and has extensive knowledge of financial planning, portfolio management, and investment strategies. Travis also has a strong understanding of the needs of high net worth individuals, corporations, and institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
04/26/2019 - Present
Raymond James Financial Services Advisors, Inc. (Aventura FL)
FL
10/22/2010 - 04/23/2019
MORGAN STANLEY (FT. LAUDERDALE FL)
NY
07/22/2009 - 12/07/2009
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (NEW YORK NY)
MO
12/03/2002 - 01/02/2003
SCOTTRADE, INC. (ST. LOUIS MO)
MI
01/16/2001 - 10/29/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 11/23/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/21/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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