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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Harp is a financial advisor with Cetera Investment Advisers LLC, based in GREAT FALLS, MT. Travis has been in the industry since August 2011 and holds both Series 7 and Series 66 licenses, as well as the SIE. Travis has extensive experience serving a wide range of clients, including individuals, high-net-worth individuals, corporations, and retirement plans. Prior to joining Cetera Investment Advisers LLC, Travis was employed at VOYA FINANCIAL ADVISORS, INC. and WADDELL & REED, INC. Travis offers a comprehensive suite of services, including financial planning, portfolio management, and educational seminars.
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.
A percentage of the total value of assets under management is charged.
1
2
MT
06/29/2023 - Present
Cetera Investment Advisers LLC (GREAT FALLS MT)
MT
12/18/2013 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (GREAT FALLS MT)
MT
08/10/2011 - 12/20/2013
WADDELL & REED, INC. (GREAT FALLS MT)
BOTH
Issued 9/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/9/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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