Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Stolcis is a registered Investment Advisor Representative with Financial Advocates Investment Management. Travis has been in the industry since January 2006. Travis currently holds registrations in Montana, Texas, and Washington. Travis has a strong background in financial planning, portfolio management, and pension consulting. Travis has experience working with individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Travis is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
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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WA
05/15/2020 - Present
Financial Advocates Investment Management (OLYMPIA WA)
WA
12/16/2013 - 05/19/2020
LPL FINANCIAL LLC (SPOKANE WA)
WA
02/15/2008 - 12/20/2013
METLIFE SECURITIES INC. (SPOKANE WA)
NC
01/16/2006 - 02/06/2008
AIG RETIREMENT ADVISORS, INC. (DURHAM NC)
BC
Issued 11/17/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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