Travis SylvesterCRD Number: 6329444
Current Firm: Fidelity Personal And Workplace Advisors
Travis Sylvester (CRD# 6329444) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Highland Park, IL and has over 3 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Fidelity Brokerage Services LLC||Highland Park, IL||Jul 2018 - Current||3|
|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|
|Unified Options||Chicago, IL||May 2013 - Aug 2013||< 1|
|Unemployed||Schaumburg, IL||Aug 2012 - May 2013||< 1|
|Capital Trading Group||Chicago, IL||May 2012 - Aug 2012||< 1|
|Unemployed||Schaumburg, IL||Mar 2011 - May 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2018|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- 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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