Unclaimed
Travis Todd Ducker is a registered investment advisor representative with Osaic Wealth, Inc. in Eugene, Oregon. Travis has been in the financial services industry since 2021. Travis has Series 7TO, Series 66 and SIE licenses and is registered in Oregon as a broker-dealer and investment advisor representative. Travis previously worked for Securities America, Inc., also in Eugene, Oregon. Travis has experience providing investment advice to individuals, businesses and retirement plans. Travis' specializations include asset allocation, investment strategy, retirement planning, and college savings. Travis is committed to providing his clients with personalized financial advice and strategies to help them reach 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.
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.
1
2
OR
06/14/2024 - Present
Osaic Wealth, Inc. (EUGENE OR)
OR
03/25/2024 - 06/14/2024
SECURITIES AMERICA, INC. (EUGENE OR)
OR
04/24/2023 - 01/17/2024
SECURITIES AMERICA, INC. (EUGENE OR)
BOTH
Issued 10/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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