Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Haukedahl is a financial advisor at Western International Securities, Inc. Travis has over 11 years of experience in the financial services industry. Travis is a registered representative in California, Idaho and Illinois. He holds FINRA Series 7, 31 and 66 licenses as well as the SIE exam. Travis is also a licensed life, accident and health and variable insurance agent. He offers financial planning, portfolio management and pension consulting services.
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.
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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CA
09/01/2021 - Present
Western International Securities, Inc. (Westlake Village CA)
CA
10/01/2012 - 11/14/2019
J.P. MORGAN SECURITIES LLC (ENCINO CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SANTA MONICA CA)
CA
03/19/2009 - 05/02/2009
WAMU INVESTMENTS, INC. (SHERMAN OAKS CA)
CA
05/02/2008 - 10/24/2008
MORGAN STANLEY & CO. INCORPORATED (BREA CA)
BOTH
Issued 05/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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