Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Glenn Morse is a registered representative with Janney Montgomery Scott LLC. Travis is a financial advisor with over 17 years of experience in the industry. Travis has a Series 7, Series 9, Series 10, and Series 66 license. Travis is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in 37 states, and also has an investment advisor representative license. Prior to joining Janney Montgomery Scott LLC, Travis worked at RAYMOND JAMES & ASSOCIATES, INC.. Travis is a member of the Battle Creek AMBUCS (American Business Clubs).
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
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2
MI
04/12/2018 - Present
Janney Montgomery Scott LLC (Battle Creek MI)
MI
04/22/2005 - 03/06/2018
RAYMOND JAMES & ASSOCIATES, INC. (BATTLE CREEK MI)
BOTH
Issued 05/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/10/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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