Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis May is a financial advisor with Wells Fargo Clearing Services, LLC. Travis is a registered representative with Series 7 and Series 63 licenses. Travis is also a registered investment advisor with a Series 65 license. Travis has been in the financial services industry since 2008. Travis has worked at Wells Fargo Advisors, LLC, Fidelity Brokerage Services LLC and E*TRADE Securities LLC in the past. Travis specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for both businesses and individuals.
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.
Investment consulting services to institutional clients
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
UT
04/16/2018 - Present
Wells Fargo Clearing Services, LLC (SALT LAKE CITY UT)
UT
10/14/2015 - 01/04/2018
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
03/04/2015 - 10/06/2015
E*TRADE SECURITIES LLC (SANDY UT)
UT
01/03/2011 - 03/16/2015
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
05/09/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
UT
11/02/2007 - 04/28/2008
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
IA
Issued 11/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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