Unclaimed
Travis Williams is a registered representative with Fidelity Brokerage Services LLC. Travis is licensed to provide securities and investment advice in all 50 states. Travis has been working in the financial industry since January 24, 2019, and previously held a position with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, 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.
1
2
FL
03/01/2022 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
CO
11/09/2018 - 12/13/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
BC
Issued 11/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/09/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/25/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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