Travis McCollum
Executive Vice President / Wealth Management, Financial Advisor at Janney Montgomery Scott
- Role
- Executive Vice President Wealth Management, Financial Advisor at Janney Montgomery Scott LLC
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Executive Vice President Wealth Management, Financial Advisor
Apr 2024 — Present · Charlotte, NC, US
Education
Wake Forest University
Bachelor of Arts (B.A.), Communication and Media Studies; Psychology
1991 — 1995
Skills
- Certified Financial Planner™
- Retirement Planning
- Investment Management
- Portfolio Management
- Wealth Management
- Estate Planning
- Asset Allocation
- Asset Management
- Series 7
- Series 63
- Series 65
- Life & Health Insurance Licenses
- Life Insurance
- Investment Advisory
- Securities
- Uniform Combined State Law
- Finance
- Financial Services
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