National Retirement Planning Experts

National Coverage
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seller-profile

Travis Mudd

Merrill Lynch

1630 S. Lindbergh Blvd

Saint Louis, MO 63131
(314) 9972931

General Information

CRD#

5887278

Firm CRD#

7691

Name of Broker/Dealer

Merrill Lynch

Years of Experience in Financial Services

10

Number of Years with Current Firm

2

I work with the following types of clients

Businesses, Individual Investors

Services

Investment Types

Insurance, Annuities, Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Video Conference, At your home, Via email, Via phone, At your office

Compliance

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CERTIFIED FINANCIAL PLANNER" Certificant

Securities Licenses

Series 66, Series 7, Series 31

Insurance and Annuity Licenses

Variable Life, Long Term Care, Life

Firm Information

Assets Managed by Advisor

$420,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Flat Fee