Cltc® Travis Olszewski

Regional Vice President at WealthVest

Travis Olszewski, CLTC®, has a diverse work experience spanning over 15 years in the financial industry. Travis currently holds the position of Regional Vice President at WealthVest since March 2019. Prior to that, they worked as an Associate Advisor at LPL Financial from October 2018 to February 2019.

From March 2013 to October 2018, Travis served as the Managing Director at Pacer ETFs. Travis gained valuable experience as an Internal Marketing Consultant at Lincoln Financial Distributors from November 2010 to March 2013.

Before joining Lincoln Financial Distributors, Travis worked as a Regional Sales Associate at Equinox Fund Management, LLC from December 2009 to November 2010. Travis began their career in the industry as an Internal Wholesaler at ING from June 2006 to May 2009.

Travis started as a Financial Advisor at John Hancock Financial Services in May 2005 and continued in this role until June 2006. Throughout their career, Travis Olszewski has demonstrated their expertise and commitment to the financial field.

Travis Olszewski, CLTC®, obtained a Bachelor of Science degree in Finance from West Chester University of Pennsylvania from 2001 to 2005. Additionally, they also earned a Bachelor of Science degree in Business Management during the same period from the same university. Along with their academic qualifications, Travis Olszewski has obtained additional certifications, including being Certified in Long Term Care (CLTC) from the Certification for Long Term Care institution. Travis has also received certifications for Series 66 and Series 7 from FINRA, although specific details regarding the dates of obtaining these certifications are not provided.

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Timeline

  • Regional Vice President

    March, 2019 - present