Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Severson is a financial advisor at Cetera Investment Advisers LLC. Travis has been in the financial industry for over 17 years. Travis is registered with the state of Indiana. Travis has a Series 66 license and is a General Securities Principal. Travis previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Ameriprise Financial Services, Inc. Travis specializes in working with individuals, high-net-worth individuals, charitable organizations, corporations, pension and profit-sharing plans, and state or municipal government entities.
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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2
IN
06/06/2018 - Present
Cetera Investment Advisers LLC (INDIANAPOLIS IN)
IN
08/06/2010 - 06/27/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
VA
11/05/2008 - 12/23/2008
AMERIPRISE FINANCIAL SERVICES, INC. (RICHMOND VA)
BOTH
Issued 11/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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