![Travis Ed Maus](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Travis E.
Maus is a Chief Executive Officer, Chief Compliance Officer, Director of Financial Planning & Senior Wealth Manager at S.E.E.D.
Planning Group LLC.
He committed to empowering all our clients and S.E.E.D.
employees to be their best and receive the highest care and support level.
Mr. Maus was previously employed as a Principal by AXA Advisors LLC and a Principal by HSBC Americas Corp.
Postes actifs de Travis Ed Maus
| Sociétés | Poste | Début |
|---|---|---|
S.E.E.D. Planning Group LLC
 S.E.E.D. Planning Group LLC Investment ManagersFinance S.E.E.D. works with each client to identify their investment goals and objectives as well as risk tolerance and financial situation to create a portfolio strategy and asset allocation. They then construct a traditional portfolio consisting of diversified mutual funds and/or exchange-traded funds (ETFs) or a customized portfolio utilizing individual securities and other investments, as appropriate, to meet their needs. The firm primarily employs fundamental analysis methods in developing investment strategies and a long-term investment strategy for their clients, as consistent with their financial goals. | Directeur Général | 01/02/2013 |
Anciens postes connus de Travis Ed Maus
| Sociétés | Poste | Fin |
|---|---|---|
Equitable Advisors LLC
 Equitable Advisors LLC Investment ManagersFinance Equitable Advisors’ Policy Advisory Committee (PAC) oversees the firm’s financial planning policies, such as review of financial planning tools to help ensure the presentation of quality financial planning advice. The firm uses various methods of analysis and investment strategies when developing a financial plan, formulating investment advice, or managing assets. | Corporate Officer/Principal | 01/01/2013 |
HSBC Americas Corp. | Corporate Officer/Principal | 01/01/2007 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
32
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Equitable Advisors LLC
Equitable Advisors LLC Investment ManagersFinance Equitable Advisors’ Policy Advisory Committee (PAC) oversees the firm’s financial planning policies, such as review of financial planning tools to help ensure the presentation of quality financial planning advice. The firm uses various methods of analysis and investment strategies when developing a financial plan, formulating investment advice, or managing assets. | Finance |
HSBC Americas Corp. | |
S.E.E.D. Planning Group LLC
S.E.E.D. Planning Group LLC Investment ManagersFinance S.E.E.D. works with each client to identify their investment goals and objectives as well as risk tolerance and financial situation to create a portfolio strategy and asset allocation. They then construct a traditional portfolio consisting of diversified mutual funds and/or exchange-traded funds (ETFs) or a customized portfolio utilizing individual securities and other investments, as appropriate, to meet their needs. The firm primarily employs fundamental analysis methods in developing investment strategies and a long-term investment strategy for their clients, as consistent with their financial goals. | Finance |
