Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Colton Vollmering is a financial advisor with a strong background in the industry, having worked in the field since 2015. Currently, Travis is a registered representative of Osaic Wealth, Inc. and is registered to conduct securities business in 31 states, as well as being registered as an investment advisor representative in Texas. Travis has a broad range of experience, working with clients in diverse areas, including financial planning, pension consulting, and portfolio management. Travis is also able to provide educational seminars to clients. In addition to his advisory work, Travis is also involved in offering insurance products through Fries Financial 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.
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.
1
2
TX
06/14/2024 - Present
Osaic Wealth, Inc. (BRYAN TX)
TX
08/24/2015 - 06/14/2024
SECURITIES AMERICA, INC. (BRYAN TX)
BOTH
Issued 9/1/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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