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 White is a registered representative with LPL Financial LLC, where he has been employed since March 2016. Previously, he was a financial advisor at MetLife Securities Inc. Travis has been in the industry since July 2015. Travis is a licensed securities agent in 26 states and holds the Series 6, 7, and 63 licenses. He is a registered investment advisor in New York.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NY
08/03/2021 - Present
LPL Financial LLC (ROCHESTER NY)
NY
03/07/2016 - 02/23/2018
LPL FINANCIAL LLC (WARSAW NY)
NY
07/30/2015 - 02/26/2016
METLIFE SECURITIES INC. (ROCHESTER NY)
NY
01/29/2015 - 05/11/2015
FIRST INVESTORS CORPORATION (ROCHESTER NY)
BC
Issued 03/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Travis White is the right advisor for you? Invested Better is here to help.
