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 Potuznik is an Investment Advisor Representative associated with Fisher Investments. Travis is registered with the state of Washington since September 2021 and has also recently been registered with the state of Texas. Travis has been in the financial industry since July 2017 and is a Series 65 licensed advisor. Travis's specialties include providing financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
09/22/2021 - Present
Fisher Investments (PLANO TX)
IA
Issued 09/21/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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