Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Ryan Jacques is a registered investment advisor representative with Private Advisor Group, LLC. Travis has been in the industry since August 19, 2001. Prior to joining Private Advisor Group, LLC, Travis was a financial advisor with Morgan Stanley. Travis is licensed in Arizona, Florida, Georgia, Kentucky, New York, North Carolina, Ohio, South Carolina and Tennessee. Travis is also a registered representative with LPL Financial, LLC and Private Advisor Group, LLC. Travis is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
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.
Solicitation/referral
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/referral fees
1
2
NJ
03/11/2016 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
TN
10/23/2009 - 04/07/2016
MORGAN STANLEY (KNOXVILLE TN)
TN
08/20/2001 - 10/26/2009
MORGAN KEEGAN & COMPANY, INC. (MARYVILLE TN)
BOTH
Issued 05/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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