Unclaimed
Travis Provost is a financial advisor with T. Rowe Price Advisory Services, Inc., registered with the state of Colorado. Travis has been in the industry since 2007 and has experience in the securities industry with a focus on general securities representative. Travis holds Series 7, Series 66 and SIE licenses. Travis is registered to provide investment advisory services in 53 states and districts.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d
1
2
CO
08/08/2023 - Present
T. Rowe Price Advisory Services, Inc. (Colorado Springs CO)
CO
09/27/2007 - 04/18/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLORADO SPRINGS CO)
BOTH
Issued 07/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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