Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Boyer is a financial advisor with Wealthcare Advisory Partners LLC and has been in the financial services industry since August 26, 2006. Travis is registered in several states including Pennsylvania, Texas, Arizona, Delaware, Florida, Georgia, Hawaii, Maryland, Massachusetts, New Jersey, New York, North Carolina, South Carolina, Tennessee, Virginia, and Washington. Travis also has Series 7, Series 63, Series 65, and Series 24 securities licenses and the SIE. Travis works with a variety of clients including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, 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.
Helps you choose top advisors aligned with your financial goals.
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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2
PA
12/18/2018 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
PA
09/21/2016 - 10/19/2016
KEY INVESTMENT SERVICES LLC (DOWNINGTON PA)
PA
06/22/2010 - 09/21/2016
LPL FINANCIAL LLC (EXTON PA)
PA
12/11/2008 - 06/03/2010
M&T SECURITIES, INC. (WYOMISSING PA)
PA
08/08/2006 - 12/12/2008
SIGNATOR INVESTORS, INC. (ALLENTOWN PA)
IA
Issued 12/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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