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Educational Seminars & Workshops Advisors in California
43,069 Results
Unclaimed
location

San Francisco, CA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Traser Pomerleau has been in the industry since June 1999. Traser is currently registered with Morgan Stanley. Traser's previous registrations include Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, RBC Dain Rauscher Inc. and Tucker Anthony Incorporated. Traser holds the Series 31, Series 7, Series 66, Series 9, and Series 10 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Mosley Wealth Management, Inc. | CFC ® (Certifications)

location

ANAHEIM, CA

0 Disclosures

ADVISOR BIO

Travis Bradford Hawley is an investment advisor representative associated with Mosley Wealth Management, Inc. in Anaheim, CA. Travis Hawley is registered with the state of California and has been in the industry since 2015. Travis Hawley has experience in insurance sales and services. The firm specializes in providing portfolio management for individuals and investment advisory services. Travis Hawley is also a Chartered Financial Consultant.

SPECIALIZATIONS

Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

HUNTINGTON BEACH, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Travis Keenaghan Wasson is a financial advisor and Investment Advisor Representative with Osaic Wealth, Inc., a firm with over 40,000 clients. Travis has been in the industry since 2004 and has extensive experience in both securities and investment advisory services. Travis is registered in 51 states and has a range of specializations, including financial planning, pension consulting, and portfolio management for individuals and businesses. Travis is also a licensed insurance agent.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

UBS Financial Services Inc.

location

NEWPORT BEACH, CA

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Travis Lee Smith is a financial advisor with UBS Financial Services Inc. based in NEWPORT BEACH, CA. Travis has been working in the financial services industry since June 2011. Travis is registered with FINRA and is a registered investment advisor in California and Texas. Travis holds Series 7 and 66 licenses and the SIE exam.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC

location

SAN DIEGO, CA

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Travis Otis is a financial professional with over 10 years of experience in the industry. Travis is currently registered with LPL Financial LLC in SAN DIEGO, CA. Travis has a strong background in securities, having earned the Series 7, Series 24, and Series 63 licenses. He has also passed the Securities Industry Essentials (SIE) exam.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

TUSTIN, CA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Travis Bovee is an investment advisor representative currently registered with Edward Jones. Travis has been in the financial industry for 10 years and has been with Edward Jones since August 2021. Travis holds the Series 66, Series 7TO, and SIE exams. Travis is currently registered as an investment advisor in Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Nevada, New Jersey, New York, Ohio, Oregon, South Carolina, Tennessee, Texas, Utah, and Washington.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

ROSEVILLE, CA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Travis Sherman Barnhard is an investment advisor representative with Fidelity Personal And Workplace Advisors. Travis has over 19 years of experience in the financial industry. Travis is registered with the Securities and Exchange Commission (SEC) as a registered investment advisor. Travis is also registered with the Financial Industry Regulatory Authority (FINRA). Travis holds a Series 7, Series 63, and Series 65 license. Travis has a specialization in providing investment advice to individuals, businesses, and institutional clients. Travis offers a range of financial services, including financial planning, portfolio management, and retirement planning. Travis is committed to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Paradise, CA

experience

5 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Travis Barker is an investment advisor representative at Edward Jones. Travis has been in the financial services industry since December 31, 2019. He is licensed to provide investment advice in California and Texas. Travis's firm is based in St. Louis, Missouri. He is registered with FINRA and the Securities and Exchange Commission. Travis specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

SACRAMENTO, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Travis Paul Jackson is a registered investment advisor representative with Edward Jones. Travis has been in the securities industry since 2017. Travis holds Series 66, SIE and Series 7 licenses. Travis works in the Edward Jones branch office located in Sacramento, California.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

OAKHURST, CA

0 Disclosures

ADVISOR BIO

Travis Trettin is an investment advisor representative with Yosemite Wealth. Travis has been in the financial services industry for over 5 years. Travis has a Series 7 and Series 66 license and is registered with the state of California. Travis is experienced in providing financial planning and portfolio management services to individuals and businesses. Travis currently manages over $12 million in assets. Travis has previous experience with Ameriprise Financial Services, LLC and Principal Securities, Inc. Travis can be reached at the firm’s office in Oakhurst, CA.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals

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