Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis William Bonifacic is a financial advisor who is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Travis has been in the industry since 2008 and holds the Series 7, Series 63, Series 86, and Series 65 licenses, in addition to the SIE exam. Travis has prior experience with Johnson Rice & Company L.L.C., SMH Capital Inc., and Pritchard Capital Partners, LLC. Travis has experience working with individuals, businesses, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Travis specializes in various areas including Investment Strategies, Retirement Planning, Insurance, and Education Planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
LA
12/17/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW ORLEANS LA)
LA
11/03/2009 - 11/19/2019
JOHNSON RICE & COMPANY L.L.C. (NEW ORLEANS LA)
LA
05/05/2009 - 11/02/2009
SMH CAPITAL INC. (METAIRIE LA)
LA
04/25/2008 - 04/29/2009
PRITCHARD CAPITAL PARTNERS, LLC (COVINGTON LA)
IA
Issued 12/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2008
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 04/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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