Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Monroe Sheldon is a financial advisor with over 9 years of experience in the financial services industry. Travis has been registered with Charles Schwab & Co., Inc. since March 2018. Previously, Travis has worked with a variety of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Vanguard Marketing Corporation and MML Investors Services, LLC. Travis is a Certified Financial Planner and holds the Series 7, 9, 10 and 66 licenses. Travis specializes in working with individuals and families. Travis offers financial planning and investment management services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
04/11/2018 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
CA
10/28/2016 - 11/13/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
AZ
01/22/2016 - 10/24/2016
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
01/27/2014 - 12/08/2015
MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)
BOTH
Issued 02/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/04/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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