Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travon? Claim Your ProfileTravon Talley is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC. Travon has been in the industry since October 2008. Travon is registered to provide investment advice in California, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Nevada, Ohio, Oregon, and Texas. Prior to joining Wells Fargo, Travon was registered with J.P. Morgan Securities LLC. Travon's certifications include the Series 7, Series 66 and the Securities Industry Essentials Examination. Travon is also a 100% owner of Talley Brielle Holdings LLC, which holds real estate and rental property. Travon offers investment consulting services to institutional clients, as well as financial planning, pension consulting, and portfolio management for businesses and individuals.
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
TX
02/09/2023 - Present
Wells Fargo Clearing Services, LLC (IRVING TX)
TX
10/01/2012 - 02/10/2023
J.P. MORGAN SECURITIES LLC (EULESS TX)
TX
01/31/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (EULESS TX)
TX
10/15/2008 - 01/25/2011
EDWARD JONES (CARROLLTON TX)
BOTH
Issued 10/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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