Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Wolf is a financial advisor registered with Fidelity Personal and Workplace Advisors. Travis has been working in the financial services industry since 2014 and has a wide range of experience in providing financial advice. Travis is registered to offer investment advisory services in Michigan and Texas and is licensed in all 50 states. Travis has a Series 6, 7, 63, and 66 license and is also a SIE exam holder. Travis holds a Bachelor of Arts in Economics from Michigan State University. Travis also serves as a tennis pro at MVP Athletic Club in Rockford, Michigan.
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.
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.
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2
MI
08/06/2021 - Present
Fidelity Personal AND Workplace Advisors (ROCKFORD MI)
MI
06/11/2020 - 06/22/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND RAPIDS MI)
MI
11/29/2018 - 03/30/2020
KESTRA INVESTMENT SERVICES, LLC (Battle Creek MI)
MI
06/04/2014 - 10/04/2018
J.P. MORGAN SECURITIES LLC (GRAND RAPIDS MI)
BOTH
Issued 12/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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