Travis Boyer Email & Phone Number
Financial Advisor and Vice President @ Secure Planning Group, LLC
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Travis Boyer Location
- Exton, PA, US
Travis Boyer Work
- 2016 -now Financial Advisor and Vice President @
- 2010 -2016 LPL Financial Advisor, First Niagara Bank Vice President @
- 2008 -2010 Financial Advisor, M and T Securities and Vice President, M and T Bank @
- 2006 -2008 Financial Advisor @ Keystone Financial Management
Travis Boyer Education
- West Chester University of Pennsylvania
Master of Business Administration (M.B.A.)
2013-2016 - Bloomsburg University of Pennsylvania
Bachelor of Science (BS) (Dual Major) (Business Administration and Management, General; Marketing, General)
2001-2005
Travis Boyer Skills
- FINRA Series 7, 63, 65, 24
- Portfolio Management
- Investments
- Retirement Planning
- Financial Planning
- Wealth Management
- Insurance
- Finance
- Series 7
- Series 63
- Retirement
- Investment Advisory
- Project Management
- Information Security
- Business Development
- Training
- Microsoft Office
- Network Security
- Finra Series 7
Travis Boyer Summary
- Travis Boyer, based in Exton, PA, US, is currently a Financial Advisor and Vice President at Secure Planning Group, LLC. Travis Boyer brings experience from previous roles at First Niagara Bank, M&T Bank and Keystone Financial Management. Travis Boyer holds a 2013 - 2016 Master of Business Administration (M.B.A.) @ West Chester University of Pennsylvania. With a robust skill set that includes FINRA Series 7, 63, 65, 24, Portfolio Management, Investments, Retirement Planning, Financial Planning and more. Travis Boyer has 1 emails and 1 mobile phone numbers on RocketReach.
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