Unclaimed
Travis Jorgensen is a registered representative with MGI Funds Distributors, LLC. Travis has been in the securities industry since November 8, 2016. Travis is currently registered in 17 states and holds the Series 63, Series 7, and SIE exams. Travis was previously employed by Vanguard Marketing Corporation in Scottsdale, Arizona.
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.
1
2
AZ
07/11/2024 - Present
MGI Funds Distributors, LLC (Phoenix AZ)
AZ
08/01/2016 - 04/01/2024
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 08/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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