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Carlos Travieso is a financial advisor professional located in Oviedo, FL. They specialize in financial advisory. With over 15 years of experience, they bring deep expertise to every client.
Carlos Travieso - Thrivent Investment Management Inc. holds an active professional license (FINRA CRD) for your protection.
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Carlos Travieso is a financial advisor based in Oviedo, Florida, with 15 years of experience in the financial services industry. He is affiliated with Thrivent Investment Management Inc. and holds a FINRA CRD license (number 5860785), which allows him to provide investment advisory services. With a decade and a half of professional experience, Travieso brings established expertise to client financial planning and investment management needs.
Carlos Travieso holds a FINRA CRD (Central Registration Depository) license, which indicates he is registered with the Financial Industry Regulatory Authority. This license means he is authorized to provide investment advisory and brokerage services under FINRA oversight. The CRD system tracks his registration, qualifications, and regulatory history, ensuring he meets industry standards for client interactions and financial advice. This registration signals that he has passed required examinations and is subject to ongoing compliance and regulatory supervision.