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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 Sherman Barnhard is an investment advisor representative with Fidelity Personal And Workplace Advisors. Travis has over 19 years of experience in the financial industry. Travis is registered with the Securities and Exchange Commission (SEC) as a registered investment advisor. Travis is also registered with the Financial Industry Regulatory Authority (FINRA). Travis holds a Series 7, Series 63, and Series 65 license. Travis has a specialization in providing investment advice to individuals, businesses, and institutional clients. Travis offers a range of financial services, including financial planning, portfolio management, and retirement planning. Travis is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
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.
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2
CA
05/12/2022 - Present
Fidelity Personal AND Workplace Advisors (ROSEVILLE CA)
CA
05/24/2021 - 06/21/2021
WELLS FARGO CLEARING SERVICES, LLC (ROSEVILLE CA)
CA
12/01/2016 - 05/24/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROSEVILLE CA)
CA
01/03/2011 - 12/07/2016
WELLS FARGO ADVISORS (ROSEVILLE CA)
CA
02/08/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ROSEVILLE CA)
CA
07/15/2002 - 11/02/2006
E*TRADE SECURITIES LLC (RANCHO CORDOVA CA)
IA
Issued 04/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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