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Travis McLean

Fidelity Brokerage Services LLC

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About Travis McLean

Travis McLean is a financial advisor registered with Fidelity Brokerage Services LLC in Jacksonville, FL. Travis McLean is a licensed securities professional, having passed the Series 7, Series 63, and SIE exams. Travis McLean has been in the industry since June 2, 2021. Fidelity Brokerage Services LLC provides a wide range of financial products and services to individual investors.

Firm Information

Travis McLean is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Travis McLean’s Registration & Firm History

FL

06/03/2021 - Present

Fidelity Brokerage Services LLC (JACKSONVILLE FL)

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Licenses & Designations

BC

Issued 07/13/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/03/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/27/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are 2 public disclosures for Travis McLean. Review regulatory record here.
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