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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Wayne Hoffstot is a financial advisor registered with Edward Jones. Travis has been a financial advisor since 2001 and is registered in 13 states. Travis has a Series 63, Series 66, Series 7 and SIE. Travis is also a Certified Financial Planner. Travis works with individuals, high net worth individuals, corporations or other businesses, partnerships, charitable organizations, investment clubs, pension and profit-sharing plans and limited liability companies. Travis's firm, Edward Jones, has an approximate asset amount of $10 billion - $50 billion. Edward Jones provides financial planning, pension consulting, portfolio management for individuals, portfolio management for businesses, and selection of other advisors.
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.
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.
See schedule d - miscellaneous
1
2
TX
03/22/2013 - Present
Edward Jones (AUSTIN TX)
BOTH
Issued 11/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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