Travis
Beckett
Fidelity Personal And Workplace Advisors
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About this Advisor
Travis Beckett is a financial advisor based in Columbus, Ohio, working with Fidelity Personal And Workplace Advisors. Travis has previously held positions at Nylife Securities LLC, New York Life Insurance Co, Madaynes, Red Lobster, Aep Energy, National Sportmens Alliance, Young Entrepreneurs Across America, Bethel School Of Supernatural Ministry, Ohio State, Cvs Pharmacy, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities, LLC, Ups, Beckett & Varanese Financial Analysts Inc, Jet'S Pizza, and Fidelity Investments. Travis has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio and Texas. Currently, Travis is part of Fidelity Personal And Workplace Advisors, which operates out of Columbus, Ohio. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Travis Beckett Work History
Fidelity Investments
Jet'S Pizza
Beckett & Varanese Financial Analysts Inc
Cvs Pharmacy
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities, LLC
Nylife Securities LLC
New York Life Insurance Co
Madaynes
Red Lobster
Aep Energy
Bethel School Of Supernatural Ministry
National Sportmens Alliance
Young Entrepreneurs Across America
Ups
Ohio State
Disclosures
Please visit the SEC profile of Travis Beckett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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