Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Marshall McChessney is a financial professional with over 15 years of experience in the industry. Travis is currently registered with Stifel, Nicolaus & Company, Inc. in Altoona, Pennsylvania. Previously, Travis was associated with UBS Financial Services Inc. in Altoona, Pennsylvania. Travis holds a Series 66 license, Series 31 license, and Series 7 license. Travis is licensed to conduct business in 24 states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
10/08/2009 - Present
Stifel, Nicolaus & Company, Inc. (ALTOONA PA)
PA
05/17/2004 - 09/25/2009
UBS FINANCIAL SERVICES INC. (ALTOONA PA)
BOTH
Issued 05/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 05/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Travis McChessney is the right advisor for you? Invested Better is here to help.
