Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis McCloskey is a financial advisor with over 17 years of experience in the financial services industry. Travis is currently registered with Wells Fargo Clearing Services, LLC in Georgia. Prior to joining Wells Fargo, Travis was associated with Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Travis holds Series 7, 31, 66, and SIE licenses and is also registered as an Investment Advisor Representative in Georgia. Travis has extensive experience in providing financial planning, portfolio management, and investment consulting services to individuals and businesses. Travis is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.
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.
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2
GA
10/01/2014 - Present
Wells Fargo Clearing Services, LLC (CARTERSVILLE GA)
GA
02/13/2013 - 10/09/2014
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
GA
08/06/2010 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
GA
06/01/2009 - 08/23/2010
MORGAN STANLEY SMITH BARNEY (ALPHARETTA GA)
GA
04/07/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
BOTH
Issued 05/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/06/2006
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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