Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Jacob Lulay is a financial advisor with Raymond James Financial Services Advisors, Inc. Travis is registered with the state of Oregon and has been working in the financial industry since August 26, 2020. Travis offers financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisers. Travis is also a board member of the Immaculate Conception Catholic Church.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OR
10/14/2020 - Present
Raymond James Financial Services Advisors, Inc. (Stayton OR)
BOTH
Issued 10/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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