Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Kvassay is a financial advisor at Ameriprise Financial Services, LLC. Travis has been in the industry since December 31, 2007 and is registered to offer securities and investment advice in several states including Colorado, Florida, Georgia, Indiana, Kansas, Mississippi, Missouri, Oklahoma and Washington. Travis has passed multiple industry exams, including Series 7, Series 31, Series 66 and SIE. Travis has experience with Morgan Stanley and Morgan Stanley Smith Barney, and has been with Ameriprise Financial Services, LLC since December 4, 2015.
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.
Asset allocation services
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.
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2
KS
12/04/2015 - Present
Ameriprise Financial Services, LLC (WICHITA KS)
KS
06/01/2009 - 01/20/2016
MORGAN STANLEY (WICHITA KS)
KS
01/01/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WICHITA KS)
BOTH
Issued 03/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 12/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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