
12915 Jones Maltsberger
Suite 604
San Antonio, TX 78247
ph: 210-494-8295
fax: 210-491-2758
alt: 800-695-0212
jesse
Listed below are downloads to commonly used forms and documents frequently used by our group clients. If you have any problems downloading the links or need assistance, please contact our office.
If the specific form you are looking for is not located on this page, or if you need any help completing any documentation, please call our office at 210-494-8295 and we will be more than happy to assist you.
Jesse Travis & Judi Travis are Registered Representatives with and offering Securities through Transamerica Financial Advisors, Inc. (TFA) Member FINRA, SIPC and Registered Investment Advisor. Non-Securities products and services are not offered through TFA. TFA and Travis~Martin Financial Services, LLC are not affiliated. LD38413-10/10.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, acess to this information must be limited to individuals residing in the following states: CA, NM, OK, and TX.
A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, IA, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, IA, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, IA, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker/dealer, IA, BD agent or IA rep, a consumer should contact his or her stated securities law administrator.
CA License No. 0G26879
Copyright 2010 Travis~Martin Financial Services, LLC. All rights reserved.
12915 Jones Maltsberger
Suite 604
San Antonio, TX 78247
ph: 210-494-8295
fax: 210-491-2758
alt: 800-695-0212
jesse