Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Sewell is an investment advisor representative who has been in the industry for over a decade. Travis has a strong track record of success in providing financial planning and investment management services to a diverse range of clients. Travis is currently affiliated with Fidelity Personal And Workplace Advisors, a firm with a strong reputation for providing high-quality financial services. Previously, Travis worked at Fidelity Brokerage Services LLC and TD Ameritrade, Inc., both of which are well-known and respected financial institutions. Travis has a broad range of experience in the financial services industry and is committed to providing his clients with the best possible advice and service. Travis's experience includes assisting individuals, corporations, and institutions with their financial planning, investment management, and retirement planning needs.
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
GA
10/08/2021 - Present
Fidelity Personal AND Workplace Advisors (ATLANTA GA)
GA
07/01/2015 - 08/14/2020
FIDELITY BROKERAGE SERVICES LLC (ATLANTA GA)
GA
07/08/2013 - 06/22/2015
TD AMERITRADE, INC. (ATLANTA GA)
GA
05/14/2012 - 06/19/2013
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
BOTH
Issued 07/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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