Unclaimed
Travis Jones is a financial advisor who has been in the industry since December 2014. Currently registered with American Portfolios Financial Services, Inc. in Kalamazoo, Michigan, Travis has held previous registrations with SII INVESTMENTS, INC. in Kalamazoo, Michigan. Travis has a Series 6, 7, and 63 license. He is also licensed in Indiana and Michigan.
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
MI
11/13/2017 - Present
American Portfolios Financial Services, Inc. (Kalamazoo MI)
MI
12/12/2014 - 11/13/2017
SII INVESTMENTS, INC. (KALAMAZOO MI)
BC
Issued 03/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/12/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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