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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 O'Connor is a financial advisor with Equitable Advisors, LLC, a firm with over 40 years of experience in the financial services industry. Travis has been in the industry since 2016 and holds licenses in multiple states. He specializes in providing comprehensive financial planning services to individuals and families, and works with businesses in providing retirement planning and other business-related advisory services. Equitable Advisors, LLC provides a range of services including financial planning, pension consulting, educational seminars, selection of other advisers and portfolio 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.
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.
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2
PA
05/17/2024 - Present
Equitable Advisors, LLC (CONSHOHOCKEN PA)
PA
09/30/2020 - 03/07/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Plymouth Meeting PA)
NJ
07/09/2016 - 09/29/2020
LINCOLN INVESTMENT (MARLTON NJ)
BOTH
Issued 08/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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