Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Robert Peltz is an investment advisor representative at Regal Investment Advisors LLC. Travis has been in the financial services industry since August 2015 and has both Series 63 and 66 licenses. Travis also holds the Series 7 and SIE licenses. He specializes in portfolio management for both individuals and businesses, as well as financial planning and pension consulting. Travis is dedicated to providing his clients with personalized financial advice and investment strategies to help them achieve their financial goals.
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.
Third party fees
1
2
MI
05/02/2016 - Present
Regal Investment Advisors LLC (ROGERS CITY MI)
BOTH
Issued 04/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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