Individual Firm
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TRAVIS LEE SHOLIN
CRD#: 6329892
IA
B
KEYSTONE FINANCIAL SERVICES, LLCCRD#: 308397 9802 NICHOLAS STREET
SUITE 315A
OMAHA, NE 68114
SUITE 315A
OMAHA, NE 68114
PRIVATE CLIENT SERVICES, LLCCRD#: 120222 9802 NICHOLAS ST
SUITE 315A
OMAHA, NE 68114
SUITE 315A
OMAHA, NE 68114
0
Disclosures
10
Years of Experience
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State Registrations
B
Colorado 6/30/2020
B
Nebraska 6/30/2020
IA
Florida 4/19/2021
IA
Nebraska 6/30/2020
B
Kansas 1/21/2025
SRO Registrations
B
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IA
Registered with this firm since 6/30/2020
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Registered with this firm since 6/30/2020
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 10/27/2014 - 06/30/2020 | OMAHA, NE | |
B | 10/02/2014 - 06/30/2020 | OMAHA, NE |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.