Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Webb Callaway is a financial advisor with Wells Fargo Clearing Services, LLC. Travis has been in the industry since January 2001, and has worked at several firms over the course of their career, including Raymond James & Associates, Inc., Edward Jones, and Charles Schwab & Co., Inc.. Travis is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 9, 10, 31, 63, and 66 licenses. Travis is also a Certified Financial Planner.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
09/06/2016 - Present
Wells Fargo Clearing Services, LLC (ANDERSON IN)
IN
02/15/2008 - 09/16/2016
RAYMOND JAMES & ASSOCIATES, INC. (ANDERSON IN)
IN
08/10/2004 - 02/19/2008
EDWARD JONES (PENDLETON IN)
TX
04/04/2003 - 08/10/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IN
01/07/2003 - 03/10/2003
SYCAMORE FINANCIAL GROUP (KOKOMO IN)
TX
12/14/2000 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 02/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/11/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 12/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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