Travis Sylvester (CRD# 6329444) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Highland Park, IL and has over 5 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Highland Park, IL | Jul 2018 - Current | 5 |
| Unemployed | Schaumburg, IL | Mar 2018 - Jul 2018 | < 1 |
| Capital Trading Group | Chicago, IL | Aug 2016 - Mar 2018 | 1 |
| Unemployed | Schaumburg, IL | May 2014 - Aug 2016 | 2 |
| Navisis Financial | Lombard, IL | May 2014 - Aug 2014 | < 1 |
| Unemployed | Schaubmurg, IL | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- IL
- TX
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Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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