Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Worth Meyers is a financial advisor registered with Cetera Investment Advisers LLC, a registered investment advisor. Travis Worth Meyers has been in the financial services industry since December 5, 2008. Travis Worth Meyers has passed the Series 6, Series 7, Series 24, Series 26, Series 51, Series 63, and Series 65 examinations. Travis Worth Meyers is registered in 16 states including California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Massachusetts, Nevada, New Hampshire, New York, North Carolina, Rhode Island, South Carolina, Virginia, and Wisconsin. Travis Worth Meyers has worked for Foresters Financial Services, Inc. and Cetera Investment Advisers LLC.
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
CT
06/19/2019 - Present
Cetera Investment Advisers LLC (EAST HARTFORD CT)
CT
12/05/2008 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (E. HARTFORD CT)
IA
Issued 10/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2014
Series 24 - General Securities Principal Examination
BC
Issued 12/24/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/29/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/2/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/4/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Travis Meyers is the right advisor for you? Invested Better is here to help.
