Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Hitt is an investment advisor representative registered with Fidelity Personal And Workplace Advisors and has been in the industry since September 2023. Travis Hitt is currently registered in Colorado and Texas, and is licensed in 27 states. Travis Hitt has passed the Series 63, Series 66, Series 7TO and SIE exams. Travis Hitt provides financial planning, educational seminars and selection of other advisors services, as well as portfolio management services to individuals and businesses.
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.
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.
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.
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2
CO
02/02/2024 - Present
Fidelity Personal AND Workplace Advisors (BROOMFIELD CO)
MO
09/26/2023 - 12/18/2023
EDWARD JONES (ST. LOUIS MO)
CO
07/29/2022 - 09/05/2023
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 10/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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