Travis Boyer's Location
Exton, PA, US
Travis Boyer's Work
- Financial Advisor and Vice President @ Secure Planning Group, LLC
- LPL Financial Advisor, First Niagara Bank Vice President @ First Niagara Bank
- Financial Advisor, M and T Securities and Vice President, M and T Bank @ M&T Bank
- Financial Advisor @ Keystone Financial Management
Travis Boyer's Education
- West Chester University of Pennsylvania
Master of Business Administration (M.B.A.) (Cum Laude)
2013 - 2016 - Bloomsburg University of Pennsylvania
Bachelor of Science (BS) (Dual Major) (Business Administration and Management, General; Marketing, General)
2001 - 2005
Travis Boyer's Skills
- FINRA Series 7, 63, 65, 24
- Portfolio Management
- Investments
- Retirement Planning
- Financial Planning
- Wealth Management
- Insurance
- Finance
- Series 7
- Series 63
Travis Boyer's Summary
Travis Boyer, based in Exton, PA, US, is currently a Financial Advisor and Vice President at Secure Planning Group, LLC, bringing 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.) in Cum Laude @ 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 contributes valuable insights to the industry. Travis Boyer has 1 email on RocketReach.
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