We found the following information about Travis Glenn Morse at Janney Montgomery Scott Llc, where the professional has worked as a Associate Vice President of Investments, Financial Advisor, Assistant Branch Manager since 2018. Travis's total work experience is over 21 years, during which time the professional had at least four jobs at different companies to develop skills. Travis studied at the Western Michigan University from 1999 to 2003. Kalamazoo, Michigan is the place where Travis currently lives. You can contact with Travis by looking for phone or email address or get full information by requesting access to their details from SoftwareOfficial.
Name variants:
Trav Morse
Last updated Jun 23, 2024
Contact Information
Last Update
Jul 10, 2022
Email
tr**@raymondjames.com
Location
Kalamazoo, MI
Company
Workplace
Associate Vice President of Investments, Financial Advisor, Assistant Branch Manager
Industry
Financial Services
Colleagues
Work History
Associate Vice President of Investments, Financial Advisor, Assistant Branch Manager
Philadelphia, PA
from Mar 2018
Branch Manager and Financial Advisor
880 Carillon Pkwy, St Petersburg, FL 33716
Travis specializes in retirement income planning, as well as investment planning & estate planning to help clients achieve long-term financial needs and goals. Raymond James financial adviso...
Feb 2005 — Mar 2018
Branch Manager
213 Hilltop Rd, Saint Joseph, MI 49085
Apr 2004 — Feb 2005
Education
1999 — 2003
Occupations
Executive
Assistant Vice President
Financial Broker
Financial Consultant
Assistant Branch Manager
Accountant
Finance and Accounting Specialist
Marketer
Branch Manager
Vice President
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Business Unit Manager
Administrative Services Manager
Accounting Bookkeeper
Bookkeeper
Field Marketing Specialist
Marketing Manager
Skills
Retirement Planning
Financial Advisory
Investments
Estate Planning
Investment Strategies
Retirement
Securities
Personal Finance
Mutual Funds
Portfolio Management
401K Rollovers
Stocks
Financial Planning
Investment Advisory
Wealth Management
Wealth
Asset
Asset Allocation
Insurance Planning
Retirement Income Strategies
Ira's
Wealth Accumulation
Annuities
Series 7
Financial Advice
Wealth Transfer
529 Plans
Wealth Preservation
Comprehensive Wealth Management
Charitable Giving
401K
Series 66
Roth Ira
Long Term Care
Annuity
Alternative Investments
Trust Services
High Net Worth Individuals
Asset Management
Saving For Education
Disability Insurance
Private Wealth Management
Bonds
Savings
Etfs
Money Management
Term Life Insurance
Long Term Care
Equities
Universal Life
FAQs about Travis Glenn Morse
What's the main profession of Travis Glenn Morse?
Travis is a Associate Vice President of Investments.
What are the profession of Travis Glenn Morse?
These person's professions are Executive and Assistant Vice President
Where does Travis Glenn Morse live?
The professional currently lives in Kalamazoo, Michigan.
What is Travis's email?
Travis's email is tr**@raymondjames.com.
How many companies did Travis Glenn Morse work at?
The professional worked at four jobs.
What education does Travis Glenn Morse have?
Travis studied at the Western Michigan University from 1999 to 2003.
Are there any professional industries Travis Glenn Morse works in?
Travis works in Financial Services industry.
What are special skills of Travis Glenn Morse?
This professional has such skills as Retirement Planning, Financial Advisory, Investments, Estate Planning, Investment Strategies, Retirement, Securities, Personal Finance, and Mutual Funds.