Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Fossati is a registered representative of Stancorp Equities, Inc. and an investment adviser representative of Stancorp Investment Advisers, Inc.. Travis has been in the financial industry since 2008. Travis specializes in providing investment advice to retirement plan sponsors and plan participants. Travis also works with individuals and businesses to create and implement financial plans. Stancorp Equities, Inc. is a subsidiary of Standard Financial Group. Standard Financial Group is a diversified financial services company that offers a variety of products and services to individuals, businesses 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.
Guidance on pension options to ensure a secure financial future.
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.
As noted in schedule d misc,affiliate by intercompany agreement
1
2
WA
12/23/2021 - Present
Stancorp Investment Advisers, Inc. (North Bend WA)
OR
11/01/2010 - 07/12/2012
CHASE INVESTMENT SERVICES CORP. (GRESHAM OR)
OR
09/25/2009 - 10/11/2010
METLIFE SECURITIES INC. (LAKE OSWEGO OR)
OR
02/13/2008 - 01/04/2010
NEW ENGLAND SECURITIES (LAKE OSWEGO OR)
IA
Issued 12/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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