Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Venable is an investment advisor representative associated with Cetera Investment Advisers LLC. Travis has been in the industry since January 14, 2014. Travis is registered with the state of Washington and Texas. Travis also has a Series 7 and Series 66 license. Travis has experience working with LPL Financial LLC and Financial Advocates Investment Management. Travis specializes in financial planning, pension consulting, portfolio management, and providing educational seminars for individuals and businesses. Travis also provides expense management services through Venable Financial PLLC, and is a part owner of Ronin Wealth Management.
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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WA
03/21/2024 - Present
Cetera Investment Advisers LLC (SEATTLE WA)
WA
01/15/2014 - 05/15/2023
LPL FINANCIAL LLC (SEATTLE WA)
BOTH
Issued 02/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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