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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 Wilde is an investment advisor representative associated with Morgan Stanley. Travis has been in the industry since November 2006. Travis Wilde is registered with the state of Utah. Travis Wilde has passed the Uniform Investment Adviser Law Examination (Series 65), the Uniform Combined State Law Examination (Series 66), the General Securities Sales Supervisor - General Module Examination (Series 10), the General Securities Sales Supervisor - Options Module Examination (Series 9), the Operations Professional Examination (Series 99TO), the Securities Industry Essentials Examination (SIE), the National Commodity Futures Examination (Series 3), and the General Securities Representative Examination (Series 7). Travis Wilde holds licenses in 53 states and districts.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
UT
05/18/2017 - Present
Morgan Stanley (SOUTH JORDAN UT)
NY
04/18/2012 - 04/15/2016
MORGAN STANLEY (PURCHASE NY)
UT
03/22/2011 - 04/10/2012
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
NY
05/03/2007 - 03/21/2011
GOLDMAN, SACHS & CO. (NEW YORK NY)
UT
03/06/2006 - 04/24/2007
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
UT
01/03/2006 - 02/21/2006
E*TRADE SECURITIES LLC (SANDY UT)
NJ
09/16/2005 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
IA
Issued 06/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/15/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2013
Series 3 - National Commodity Futures Examination
BC
Issued 09/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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