Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Lacelle is a financial advisor registered with LPL Financial LLC. Travis has been in the industry since January 29, 2009 and has a total of 13 state registrations, including Michigan, Florida, Arizona, Texas, Colorado, Georgia, Indiana, Minnesota, Mississippi, Missouri, New Jersey, Ohio and Oregon. Travis also has 2 state exams: the Uniform Investment Adviser Law Examination (Series 65) and the Uniform Securities Agent State Law Examination (Series 63). In addition to their Series 63 and 65, Travis holds the Series 6, 7 and SIE exams. Travis has previously worked for OSAIC INSTITUTIONS, INC., CITIZENS SECURITIES, INC., PNC INVESTMENTS and FIFTH THIRD SECURITIES, INC.. Travis has a strong understanding of financial markets and investment strategies. Travis provides financial planning, portfolio management for businesses and individuals and consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
02/01/2024 - Present
LPL Financial LLC (GRAND LEDGE MI)
MI
09/19/2023 - 02/01/2024
OSAIC INSTITUTIONS, INC. (GRAND LEDGE MI)
MI
01/30/2020 - 09/15/2023
CITIZENS SECURITIES, INC. (NOVI MI)
MI
03/05/2019 - 02/03/2020
PNC INVESTMENTS (BRIGHTON MI)
MI
01/20/2011 - 02/08/2019
FIFTH THIRD SECURITIES, INC. (DEWITT MI)
MI
10/01/2008 - 10/18/2010
FIFTH THIRD SECURITIES, INC. (EAST LANSING MI)
IA
Issued 01/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/30/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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