Unclaimed
Travis Goodman is a financial professional with over 10 years of experience in the financial services industry. Travis is currently registered with Thrivent Investment Management Inc., a firm that provides financial planning and portfolio management services to individuals and businesses. Travis has a strong track record of success in helping clients achieve their financial goals. He holds the Series 6, 7, 63, and 65 securities licenses, as well as the SIE exam. Travis's expertise includes investment management, retirement planning, and insurance.
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.
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
SC
02/01/2024 - Present
Thrivent Investment Management Inc. (CHAPIN SC)
IA
Issued 08/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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