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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travus? Claim Your ProfileTravus Hoffman Pope is an active investment advisor representative with Syndicated Capital, Inc. Travus is licensed to provide advisory services in multiple states, including California, Florida, Idaho, New Jersey, New York, South Carolina, Texas, Utah, and Virginia. Travus has been in the industry since March 1999. Travus has passed the Uniform Investment Adviser Law Examination (Series 65), Uniform Securities Agent State Law Examination (Series 63), General Securities Principal Examination (Series 24), Registered Options Principal Examination (Series 4), Investment Banking Registered Representative Examination (Series 79TO), Securities Trader Exam (Series 57TO), Securities Industry Essentials Examination (SIE), Limited Representative-Equity Trader Exam (Series 55), and General Securities Representative Examination (Series 7). Travus has previously worked at Sierra Equity Group LTD., Oppenheimer & Co. Inc., J.P. Turner & Company, L.L.C., S.W. Bach & Company, and Sands Brothers & Co., LTD.. Syndicated Capital, Inc. provides financial planning and portfolio management services to both individuals and high-net-worth 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.
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.
12b1; ntf mutal fund service fees
1
2
CA
09/17/2015 - Present
Syndicated Capital, Inc. (DIAMOND BAR CA)
FL
08/22/2006 - 05/04/2007
SIERRA EQUITY GROUP LTD. (BOCA RATON FL)
FL
08/23/2004 - 08/28/2006
OPPENHEIMER & CO. INC. (BOCA RATON FL)
GA
01/30/2002 - 08/25/2004
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
NY
08/17/2004 - 08/20/2004
S.W. BACH & COMPANY (PORT WASHINGTON NY)
NY
03/24/1999 - 02/14/2002
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
IA
Issued 03/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 05/21/2002
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2014
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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