Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis K. Skiles is a financial advisor with Eagle Strategies LLC. Travis is a registered investment advisor representative in Nebraska. Travis has been working in the financial industry since 2000. Travis has passed the Series 6, Series 7TO, Series 63, and Series 65 exams. Travis has also passed the SIE exam. Travis is currently licensed in Arizona, Arkansas, Colorado, Kansas, Maryland, Missouri, and Nebraska. Travis is also a licensed insurance broker. Travis specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Travis has experience working with high net worth individuals, corporations, and individuals other than high net worth.
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.
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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2
NE
09/04/2020 - Present
Eagle Strategies LLC (LINCOLN NE)
IA
Issued 08/26/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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