Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Jay Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. Travis has been in the financial industry since October 7, 2008. Travis holds the Series 63, 24, 7 and SIE licenses and is a Certified Financial Planner. Travis has a branch office in Oxford, Michigan. The firm provides financial planning, pension consulting, and educational seminars. They also provide portfolio management for businesses and individuals. Travis's firm manages over $344 billion in assets and has over 1 million client accounts. Travis specializes in retirement planning, college savings, and estate planning.
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
MI
09/15/2011 - Present
Raymond James Financial Services Advisors, Inc. (OXFORD MI)
BC
Issued 01/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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