Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Matthew Propst is an investment advisor representative with Rockefeller Financial LLC. Travis has been working in the financial services industry since 1997. Travis holds Series 7, Series 63, and Series 65 licenses. Travis has worked at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated in the past. Travis has been registered in 32 states for broker-dealer activities and 2 states for investment advisor activities. Travis also has a strong track record of success in helping clients achieve their financial goals. Travis is passionate about helping clients develop a sound financial plan and achieve their long-term financial objectives.
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.
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
GA
10/16/2023 - Present
Rockefeller Financial LLC (ATLANTA GA)
GA
08/03/2012 - 10/24/2023
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
08/15/2006 - 08/06/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
01/02/2002 - 08/16/2006
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
08/12/1997 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
FL
10/17/1996 - 01/03/1997
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 10/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Travis Propst is the right advisor for you? Invested Better is here to help.
