Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis White is a registered investment advisor with Cetera Investment Advisers LLC, and holds a Series 66, Series 7 and SIE license. Travis has been in the industry since 2010 and has held previous positions with Securities America, Inc., Lincoln Financial Securities Corporation, LPL Financial LLC and AXA Advisors, LLC. Travis's previous experience was in Kitty Hawk, NC and Wilmington, NC. Travis is currently registered in Florida, Michigan, New Jersey, New Mexico, New York, North Carolina, Ohio, Tennessee, Virginia and West Virginia. Travis specializes in working with individuals, high-net-worth individuals, corporations, businesses, pension plans, charitable organizations, and banking or thrift institutions.
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
NC
03/21/2017 - Present
Cetera Investment Advisers LLC (RALEIGH NC)
NC
08/07/2014 - 03/21/2017
SECURITIES AMERICA, INC. (KITTY HAWK NC)
NC
11/15/2013 - 08/12/2014
LINCOLN FINANCIAL SECURITIES CORPORATION (KITTY HAWK NC)
NC
05/31/2012 - 12/16/2013
LPL FINANCIAL LLC (WILMINGTON NC)
NC
05/05/2010 - 06/04/2012
AXA ADVISORS, LLC (WILMINGTON NC)
BOTH
Issued 6/9/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/4/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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