Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Fuller is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Travis has been in the financial services industry since August 2015. Travis has held previous roles at Truist Investment Services, Inc., BB&T Securities, LLC., TD Ameritrade, Inc., and Scottrade, Inc. Travis is licensed to sell securities in Alabama, Georgia, Michigan, Ohio, and South Carolina. Travis is also a registered investment advisor in Alabama.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
AL
05/03/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MONTGOMERY AL)
AL
02/17/2021 - 05/02/2022
TRUIST INVESTMENT SERVICES, INC. (MONTGOMERY AL)
VA
11/05/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
AL
02/26/2018 - 10/19/2018
TD AMERITRADE, INC. (MONTGOMERY AL)
AL
07/29/2015 - 02/26/2018
SCOTTRADE, INC. (MONTGOMERY AL)
BOTH
Issued 01/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Travis Fuller is the right advisor for you? Invested Better is here to help.
