Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Olszewski is a financial advisor at Edward Jones. Travis has been in the financial industry since 2008 and holds Series 6, 7, 63, 66, 79, and SIE licenses. Travis has worked with several firms, including World Equity Group, Inc., The Leaders Group, Inc., LPL Financial LLC, Pacer Financial, Inc., Lincoln Financial Distributors, Inc., Bornhoft Group Securities Corporation, Directed Services LLC, and Signator Investors, Inc. Travis is registered to provide investment advice in Delaware.
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.
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.
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.
See schedule d - miscellaneous
1
2
DE
08/27/2024 - Present
Edward Jones (LEWES DE)
IL
01/04/2024 - 08/19/2024
WORLD EQUITY GROUP, INC. (SCHAUMBURG IL)
CO
03/27/2021 - 12/31/2023
THE LEADERS GROUP, INC. (LITTLETON CO)
PA
11/01/2018 - 05/22/2019
LPL FINANCIAL LLC (WAYNE PA)
PA
03/15/2013 - 10/11/2018
PACER FINANCIAL, INC. (PAOLI PA)
PA
11/24/2010 - 03/19/2013
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NY
02/22/2010 - 11/30/2010
BORNHOFT GROUP SECURITIES CORPORATION (NEW YORK NY)
PA
06/08/2006 - 05/12/2009
DIRECTED SERVICES LLC (WEST CHESTER PA)
MA
09/30/2005 - 06/19/2006
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 11/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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