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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis John Brown is a financial advisor registered with Morgan Stanley. Travis is licensed in multiple states including Texas and Vermont. He is a Series 7, Series 66, and SIE licensed individual with over 2 years of experience in the industry. Travis has a strong background in the financial services industry, with previous experience at Citizens Bank and Creed Ice. His areas of expertise include financial planning, pension consulting, and asset allocation advice. Travis has a deep understanding of the financial markets and can provide customized solutions to meet the needs of individual investors, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
VT
04/12/2021 - Present
Morgan Stanley (Colchester VT)
BOTH
Issued 04/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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