Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Englert is a financial advisor currently registered with Empower Financial Services, Inc. and has over 20 years of experience in the financial services industry. Previously, Travis worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chase Investment Services Corp. and TD Waterhouse Investor Services, Inc. Travis holds the Series 6, 7, 63, 66 and SIE licenses and has passed exams related to investment company products/variable contracts and general securities. Travis is also licensed to sell insurance.
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.
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.
1
2
WI
01/01/2010 - Present
Empower Financial Services, Inc. (Milwaukee WI)
CO
11/21/2008 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ENGLEWOOD CO)
CO
11/02/2006 - 11/24/2008
CHASE INVESTMENT SERVICES CORP. (LITTLETON CO)
NE
03/12/2001 - 01/19/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 06/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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