Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis John Gingras is a financial advisor with Unique Wealth, LLC. Travis holds the Series 7, Series 66, and SIE licenses and has been in the industry since 2007. Travis is also a Certified Financial Planner and a Chartered Financial Consultant. Travis has a background in financial planning and portfolio management. Travis has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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FL
06/15/2021 - Present
Unique Wealth, LLC (CLEARWATER FL)
FL
09/19/2018 - 03/11/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Tampa FL)
CT
11/19/2008 - 09/07/2018
MML INVESTORS SERVICES, LLC (NORWALK CT)
VT
06/28/2007 - 07/01/2008
EDWARD JONES (MILTON VT)
IA
Issued 09/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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