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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 Wavrin is a financial advisor with Cetera Investment Advisers LLC, based in St. Cloud, MN. Travis has over 25 years of experience in the financial services industry. Travis has a Series 6, 7, 24, and 63 licenses. Travis specializes in providing financial planning, portfolio management, and investment advisory services to individuals and businesses. Travis also has a wide range of experience in the insurance industry, including variable annuities and life insurance. Travis holds a bachelor's degree in finance and is a member of the National Association of Insurance and Financial Advisors (NAIFA).
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.
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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2
MN
01/31/2014 - Present
Cetera Investment Advisers LLC (ST CLOUD MN)
MN
04/03/2018 - 07/01/2020
CETERA FINANCIAL SPECIALISTS LLC (ST CLOUD MN)
MN
01/05/2005 - 12/31/2010
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
MN
06/17/1999 - 12/31/2006
BANCNORTH INVESTMENT GROUP, INC. (ST. CLOUD MN)
NE
08/07/2001 - 11/14/2003
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
MN
08/07/2001 - 11/06/2001
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
BC
Issued 3/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 2/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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