Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Reap is an investment advisor with Ameriprise Financial Services, LLC. Travis has over 20 years of experience in the financial services industry and is registered to provide investment advice in Florida and Texas. Travis is also licensed to sell securities and is registered to provide investment advice in multiple states. Travis has passed several exams to ensure that he meets the required standards of knowledge and skill to serve investors. Travis has a strong background in financial planning, portfolio management, and asset allocation. Travis is committed to helping his clients reach their financial goals.
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.
Asset allocation services
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.
1
2
FL
10/02/2024 - Present
Ameriprise Financial Services, LLC (Ponte Vedra Beach FL)
FL
08/23/2005 - 08/28/2018
WELLS FARGO CLEARING SERVICES, LLC (JACKSONVILLE FL)
AZ
03/13/2003 - 01/25/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
08/25/2000 - 03/25/2003
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 08/17/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Travis Reap is the right advisor for you? Invested Better is here to help.
