Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Schooner Borden is a financial professional with over 18 years of experience in the industry. Travis is currently registered with Burch & Company, Inc., and has previously held positions with Moelis & Company LLC, Mercanti Securities, LLC and UBS Securities LLC. Travis holds the Series 7, 66, 79TO, 99TO, and SIE licenses. Travis's areas of expertise include Investment Banking and Operations.
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.
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.
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2
MO
07/06/2015 - Present
Burch & Company, Inc. (KANSAS CITY MO)
MA
12/13/2007 - 07/07/2015
MOELIS & COMPANY LLC (BOSTON MA)
NY
09/14/2007 - 12/19/2007
MERCANTI SECURITIES, LLC (NEW YORK NY)
NY
08/24/2004 - 07/13/2007
UBS SECURITIES LLC (NEW YORK NY)
BOTH
Issued 01/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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