Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Jones is a financial advisor with over 20 years of experience in the industry. Travis is currently registered with LPL Financial LLC in San Diego, California. Travis has previously worked with firms such as Ameriprise Financial Services, Inc., MetLife Securities Inc., Wells Fargo Advisors, LLC, Citigroup Global Markets Inc. and Prudential Securities Incorporated. Travis holds the Series 7 and Series 63 licenses, along with the SIE exam. Travis specializes in providing financial planning, consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
11/06/2017 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
03/30/2017 - 08/11/2017
AMERIPRISE FINANCIAL SERVICES, INC. (San Diego CA)
CA
05/28/2015 - 03/07/2016
METLIFE SECURITIES INC. (SAN DIEGO CA)
CA
05/12/2005 - 09/26/2013
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
NY
08/07/2000 - 08/24/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/22/2000 - 07/24/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
12/01/1999 - 02/18/2000
HAMPTON-PORTER, INVESTMENT BANKERS, A CALIFORNIA LLC (SAN DIEGO CA)
BC
Issued 12/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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