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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Adams is a financial advisor with Edelman Financial Engines, located in Phoenix, AZ. Travis has been in the financial industry since 2012 and is registered with the state of Arizona. Travis has passed both the Series 63 and Series 65 exams and is also a registered representative with the Financial Industry Regulatory Authority (FINRA). Travis is a specialist in Retirement Planning, College Savings, Investment Management, and Estate Planning.
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.
Set-up fees & related svcs; reimbursements for printed materials
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AZ
09/26/2024 - Present
Edelman Financial Engines (PHOENIX AZ)
AZ
09/13/2012 - 08/07/2018
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 09/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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