Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Casto is a financial professional with over 10 years of experience in the industry. Travis is currently registered with BNY Mellon Securities Corp. in Boston, MA. Prior to this role, Travis held positions at Deutsche Bank Securities Inc., DB Securities Services NJ Inc., and ProEquities, Inc. Travis holds the Series 7 and Series 63 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
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MA
09/13/2016 - Present
BNY Mellon Securities Corp. (BOSTON MA)
FL
01/03/2012 - 10/08/2014
DEUTSCHE BANK SECURITIES INC. (JACKSONVILLE FL)
NJ
09/30/2008 - 01/03/2012
DB SECURITIES SERVICES NJ INC. (JERSEY CITY NJ)
FL
12/14/2007 - 08/27/2008
PROEQUITIES, INC. (MAITLAND FL)
BC
Issued 04/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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