Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Jeffrey Holt is an investment professional with over 20 years of experience in the financial services industry. Holt holds multiple professional licenses and designations, including Series 65 and Series 30, allowing him to offer a wide range of financial services. Holt is currently registered with LPL Financial LLC in Wisconsin and Texas and is licensed to provide investment advice in both states. Holt has worked with LPL Financial since July 2002, and is also a Director for Citizens State Bank of Loyal. Holt is committed to providing his clients with personalized financial guidance and strategies to help them achieve 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.
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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2
WI
08/27/2002 - Present
LPL Financial LLC (SPENCER WI)
IA
Issued 07/14/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/1998
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1998
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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