Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Jarrod k Sherman is a financial advisor with Truist Securities, Inc. based in Atlanta, Georgia. Travis has been in the financial industry since 2010 and has held previous positions at CREDIT SUISSE SECURITIES (USA) LLC and J.P. MORGAN SECURITIES LLC.
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.
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2
GA
04/05/2019 - Present
Truist Securities, Inc. (ATLANTA GA)
NY
08/10/2015 - 06/21/2017
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
GA
08/31/2010 - 07/17/2013
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
BC
Issued 07/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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