Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Lamont Sperry is a financial advisor registered with Fidelity Personal And Workplace Advisors. Travis has been working in the financial industry for over 6 years and is registered as an investment advisor representative in Texas and Utah. Travis has a broad range of certifications and registrations, including Series 7, Series 63, Series 9, Series 10, and Series 66 exams. Travis has also been registered in multiple states across the country, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Travis is also a Family Life Coach, creating videos with insights on how to better improve family relations, parenting tips, and self-improvement.
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.
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.
1
2
UT
11/12/2021 - Present
Fidelity Personal AND Workplace Advisors (AMERICAN FORK UT)
BOTH
Issued 11/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/19/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Travis Sperry is the right advisor for you? Invested Better is here to help.
