Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Gassner is a financial advisor with Fidelity Brokerage Services LLC. Travis has been in the financial services industry since 2015. Travis has passed the Series 66, Series 7, and SIE exams. Travis previously worked at E*TRADE SECURITIES LLC and Morgan Stanley.
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.
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2
NJ
06/08/2023 - Present
Fidelity Brokerage Services LLC (JERSEY CITY NJ)
NJ
02/23/2018 - 04/03/2023
E*TRADE SECURITIES LLC (Jersey City NJ)
NY
03/26/2015 - 01/03/2018
MORGAN STANLEY (PURCHASE NY)
BOTH
Issued 12/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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