Unclaimed
Travis McFarlain is a financial advisor at Fidelity Brokerage Services LLC in Westlake, Texas. Travis has been in the industry since 2019 and holds the Series 7, Series 63, and SIE licenses.
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
TX
08/01/2019 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 08/21/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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