Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Bearden is a financial advisor with Northwestern Mutual Investment Services, LLC. Travis has been in the industry since January 27, 2013. Travis is registered with the state of Texas and holds the Series 6, Series 63, and SIE securities licenses. Travis is also registered as an Investment Advisor Representative (IAR) in Texas. Northwestern Mutual Investment Services, LLC is a registered investment adviser, offering investment advisory services in various areas. The firm provides investment research, referrals to other advisors, and may charge fees. The firm focuses on providing financial advice for individuals, including high-net-worth clients, and for some 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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
TX
03/19/2015 - Present
Northwestern Mutual Investment Services, LLC (Tyler TX)
BC
Issued 02/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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