Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Stainbrook is a registered investment advisor representative at Key Investment Services LLC. Travis is a licensed agent in Oregon and holds the Series 63, Series 6TO and SIE licenses. Travis is specialized in providing financial advice to individuals and selecting other advisors. Travis has been in the industry since March 3, 2023. Key Investment Services LLC is a registered investment adviser with approximately $1 billion to $10 billion in assets under management.
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.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
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OH
03/04/2023 - Present
KEY Investment Services LLC (BROOKLYN OH)
BC
Issued 03/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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