Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Keenaghan Wasson is a financial advisor and Investment Advisor Representative with Osaic Wealth, Inc., a firm with over 40,000 clients. Travis has been in the industry since 2004 and has extensive experience in both securities and investment advisory services. Travis is registered in 51 states and has a range of specializations, including financial planning, pension consulting, and portfolio management for individuals and businesses. Travis is also a licensed insurance agent.
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.
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
CA
07/27/2023 - Present
Osaic Wealth, Inc. (HUNTINGTON BEACH CA)
CA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (HUNTINGTON BEACH CA)
CA
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (HUNTINGTON BEACH CA)
CA
07/15/2004 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (HUNTINGTON BEACH CA)
IA
Issued 05/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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