Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Lee Oglesby is a financial advisor who is currently registered with Avidian Wealth Solutions in Houston, Texas. Travis has been in the financial services industry since 2000 and has experience with various financial products and services. Travis has also worked with various clients, including individuals, corporations, and charitable organizations.
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.
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.
Mgmt of pooled investment vehicles
1
2
TX
06/13/2019 - Present
Avidian Wealth Solutions (HOUSTON TX)
KS
02/28/2005 - 04/30/2019
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
07/12/2000 - 04/30/2019
WADDELL & REED (OVERLAND PARK KS)
MI
03/01/2000 - 04/07/2000
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 05/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/29/2000
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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