Travis Ryan, CFP®

VP - Financial Consultant

+1 720-830-2154

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

5 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Investment Consultant, Fidelity Investments, 2023-2024
  • Planning Consultant, Fidelity Investments, 2022-2023
  • Investment Solutions Representative, Fidelity Investments, 2021-2022
  • High Net Worth Representative, Fidelity Investments, 2020-2021
  • Customer Relationship Advocate, Fidelity Investments, 2019-2020

Education

  • Bachelor's, Business Admin., University of Missouri - Kansas City

Personal interests and affiliations

    Modal can be closed by pressing Escape key.