Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Scott Bolton is a financial advisor working with Truist Advisory Services, Inc. since 2020. Previously Travis Scott Bolton was registered with BB&T SECURITIES, LLC. Travis Scott Bolton has experience in the financial industry since 2007. The advisor is currently licensed in Pennsylvania and is also registered in Florida, New Jersey, North Carolina and South Carolina. Travis Scott Bolton holds the following licenses: Series 6, Series 7, Series 63 and Series 66.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
PA
09/22/2020 - Present
Truist Advisory Services, Inc. (ALLENTOWN PA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
07/13/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ALLENTOWN PA)
PA
09/26/2011 - 07/12/2016
CETERA INVESTMENT SERVICES LLC (ALLENTOWN PA)
PA
07/09/2007 - 08/04/2011
WELLS FARGO ADVISORS, LLC (ALLENTOWN PA)
BOTH
Issued 11/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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