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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Moomey is a financial advisor registered with LPL Financial LLC and has been in the industry since 2003. Moomey is a Certified Financial Planner™ and offers a wide range of services including financial planning, portfolio management, and consulting. Travis has previously worked for Securities America, Inc. and Ameritas Investment Corp. Moomey has a Series 7, Series 63, Series 24, and SIE securities license. Moomey holds a state investment adviser license in Nebraska and is registered in six states including Colorado, Kansas, Nebraska, South Carolina, and Wisconsin.
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.
Consulting and other non-discretionary advisory services
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
NE
02/12/2020 - Present
LPL Financial LLC (LEXINGTON NE)
NE
01/22/2016 - 02/11/2020
SECURITIES AMERICA, INC. (LEXINGTON NE)
NE
01/29/2010 - 12/31/2015
LPL FINANCIAL LLC (LEXINGTON NE)
NE
04/19/2006 - 02/23/2010
AMERITAS INVESTMENT CORP. (SCOTTSBLUFF NE)
NE
01/28/2003 - 04/19/2006
EDWARD JONES (SCOTTSBLUFF NE)
IA
Issued 06/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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