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Travis Sievers

Arete Wealth Management, LLC

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About Travis Sievers

Travis Sievers is a financial advisor with Arete Wealth Management, LLC in Long Beach, CA. Travis has been in the financial services industry since March 4, 2015. Previously, Travis worked at Raymond James Financial Services, Inc., Lincoln Financial Advisors Corporation, Lincoln Financial Securities Corporation, Commonwealth Financial Network and Signator Investors, Inc.. Travis has the Series 63, Series 7 and SIE securities licenses.

Firm Information

Travis Sievers is currently registered with Arete Wealth Management, LLC. Arete Wealth Management, LLC is a Limited Liability Company formed on January 20, 1998. The firm is registered with the SEC and in 53 states.

Not reported

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Travis Sievers’s Registration & Firm History

CA

08/02/2024 - Present

Arete Wealth Management, LLC (Long Beach CA)

FL

05/07/2024 - 08/02/2024

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

PA

07/26/2022 - 04/08/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (RADNOR PA)

PA

07/26/2022 - 04/08/2024

LINCOLN FINANCIAL SECURITIES CORPORATION (RADNOR PA)

MA

07/31/2018 - 06/21/2022

COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)

NH

01/03/2017 - 07/12/2018

SIGNATOR INVESTORS, INC. (PORTSMOUTH NH)

NH

01/15/2016 - 12/08/2016

COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (BEDFORD NH)

NH

11/18/2014 - 01/12/2016

LINCOLN FINANCIAL ADVISORS CORPORATION (CONCORD NH)

NH

11/18/2014 - 01/12/2016

LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)

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Licenses & Designations

BC

Issued 02/17/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Travis Sievers.
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