Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Miller is a financial advisor with PFS Investments Inc., a firm specializing in financial planning, portfolio management, and advisory services. Travis has been in the industry since June 10, 2012, and is registered with the state of Michigan. Travis holds the Series 6, Series 63, and SIE licenses. PFS Investments Inc. provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. The firm has a strong focus on serving high-net-worth individuals and has a significant amount of assets under management.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MI
06/11/2012 - Present
PFS Investments Inc. (TROY MI)
BC
Issued 06/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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