Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Shearer is a financial advisor with PFS Investments Inc. Travis is registered to provide investment advice in Pennsylvania and Maryland. Travis Shearer has been working in the financial industry since March of 2021 and holds the Series 63, Series 65, and Series 6TO licenses. Travis Shearer also holds the SIE license. Travis Shearer works in the branch office in Allentown, PA.
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.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
PA
01/31/2022 - Present
PFS Investments Inc. (ALLENTOWN PA)
IA
Issued 01/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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