Travis Smith, Financial Service Professional at NYLIFE Securities LLC

Travis Smith, Financial Service Professional at NYLIFE Securities LLC Travis Smith, Financial Service Professional at NYLIFE Securities LLC I am not licensed in all jurisdictions. CA insurance license #4135317.

With 25+ years of experience helping various business owners initiate, manage, and grow their operations, my work focuses helping them achieve their personal and business goals. My role is to help clients navigate the elements of protection, investments, retirement planning, and preservation. Like a true trusted partner, I assist clients with the
collaboration of other professionals like Attorney

s and CPA's, in order to bring their experience and expertise to my clients. I offer a variety of products that can help you meet several insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company

200 Meeting St
Suite 401
Charleston, SC 29401
Office: 843-720-1900

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

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Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
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Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

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200 Meeting Street, Ste 401
Charleston, SC
29401

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