Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Mitchen is a financial advisor registered with Avantax Advisory Services. Travis has been in the financial industry for over 10 years. Travis is also registered with Avantax Investment Services, Inc., PARK AVENUE SECURITIES LLC, and Ozark Financial Group, LLC. Travis is a Series 66 and Series 7TO license holder. Travis's clients include individuals, high net worth individuals, corporations, and pension and profit-sharing plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
02/06/2024 - Present
Avantax Advisory Services (DALLAS TX)
AR
04/13/2023 - 09/27/2023
PARK AVENUE SECURITIES LLC (YELLVILLE AR)
LA
09/25/2020 - 02/03/2023
AVANTAX INVESTMENT SERVICES, INC. (Baton Rouge LA)
BOTH
Issued 05/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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