Unclaimed
Travis Stokes is a financial professional who has been in the industry since 2004. Travis is registered with Northwestern Mutual Investment Services, LLC and is licensed in Arizona, California, Colorado, Idaho, Mississippi, Nevada, Oregon, Texas, Utah and Washington. Travis has earned the Series 6, Series 63 and SIE licenses. Travis is dedicated to providing comprehensive financial solutions to individuals and families. Travis has experience in various areas of financial planning, including investment management, retirement planning, and college savings.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
ID
01/12/2004 - Present
Northwestern Mutual Investment Services, LLC (NAMPA ID)
BC
Issued 02/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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