Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Gregory Pratt is a financial advisor with Ameriprise Financial Services, LLC. Travis has been in the financial services industry since 2003 and has a wide range of experience in advising clients on a variety of financial needs. Travis holds the Series 7, Series 66, and SIE securities licenses. Travis is registered in 26 states, including Alaska, Arizona, California, Colorado, Georgia, Hawaii, Idaho, Indiana, Maine, Maryland, Massachusetts, Minnesota, Montana, Nevada, New Hampshire, New Mexico, New York, North Carolina, Ohio, Oregon, Texas, Utah, Virginia, Washington, and Wisconsin. Travis is also a registered investment advisor in Texas. Ameriprise Financial Services, LLC provides investment advisory and brokerage services to individuals, families, businesses, and institutions. Ameriprise Financial Services, LLC is a subsidiary of Ameriprise Financial, Inc. Ameriprise Financial Services, LLC is a leading provider of financial planning and investment management services.
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.
Asset allocation services
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
OR
08/25/2014 - Present
Ameriprise Financial Services, LLC (Lake Oswego OR)
MN
01/01/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Travis Pratt is the right advisor for you? Invested Better is here to help.
