Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Ames is a financial advisor with Park Avenue Securities LLC. Travis has been working in the financial industry since 2006 and holds licenses in multiple states, including Texas, California, Virginia, Georgia, Florida, Maryland, Massachusetts, Indiana, North Carolina and District of Columbia. Travis is registered to offer financial advice and securities products. Travis also works with clients on financial planning, educational seminars, and selection of other advisors. Travis specializes in helping high-net-worth individuals, individuals other than high-net-worth, businesses, charitable organizations, and pension and profit-sharing plans.
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.
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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TX
03/11/2016 - Present
Park Avenue Securities LLC (ADDISON TX)
VA
02/25/2014 - 01/13/2016
SAGEPOINT FINANCIAL, INC. (VIRGINIA BEACH VA)
VA
04/24/2006 - 02/24/2014
MML INVESTORS SERVICES, LLC (VIRGINIA BEACH VA)
IA
Issued 07/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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