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Travis R Bloom

Pruco Securities, LLC

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About Travis R Bloom

Travis Bloom is an investment advisor representative who has been in the industry since 2004. He is currently registered with Pruco Securities, LLC and has previously been registered with BBVA SECURITIES INC., BBVA COMPASS INVESTMENT SOLUTIONS, INC, WELLS FARGO ADVISORS, LLC, CHASE INVESTMENT SERVICES CORP., and MORGAN STANLEY DW INC.. Travis is also a licensed agent with Pruco Securities, LLC.

Firm Information

Travis Bloom is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

Total Financial Advisors

Services Offered

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.

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selection of other advisors

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Fee Structure

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.

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other

Compensation from lpl enterprise, llc

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Travis Bloom’s Registration & Firm History

AZ

11/08/2018 - Present

Pruco Securities, LLC (Phoenix AZ)

AZ

05/16/2013 - 10/22/2018

BBVA SECURITIES INC. (SCOTTSDALE AZ)

AZ

03/13/2013 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (CHANDLER AZ)

AZ

01/06/2012 - 03/04/2013

WELLS FARGO ADVISORS, LLC (CHANDLER AZ)

AZ

04/13/2006 - 01/09/2012

CHASE INVESTMENT SERVICES CORP. (CHANDLER AZ)

NY

07/16/2004 - 12/19/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 09/07/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 07/15/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Travis R Bloom.
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