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 Freeman is a financial advisor with over 10 years of experience in the financial services industry. Travis is a Certified Financial Planner™ professional and a Registered Representative with Moneta Group Investment Advisors, LLC. Travis specializes in providing financial planning and investment management services to individuals, families, and businesses.
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
MO
07/23/2018 - Present
Moneta Group Investment Advisors, LLC (ST. LOUIS MO)
MO
06/04/2018 - 07/06/2018
PRIVATE CLIENT SERVICES, LLC (Creve Coeur MO)
MO
01/24/2007 - 06/08/2018
LPL FINANCIAL LLC (CREVE COEUR MO)
BOTH
Issued 02/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Travis Freeman is the right advisor for you? Invested Better is here to help.
