Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Doyle? Claim Your ProfileDoyle Eugene Walters is an experienced financial professional with over 30 years in the industry. Doyle is currently registered with Osaic Wealth, Inc. and has previously held positions with Securities America, Inc., Investcorp, Inc., AXA Advisors, LLC, Allstate Financial Services, LLC, Farmers Financial Solutions, LLC, Wachovia Securities, LLC, UBS PaineWebber Inc., J.C. Bradford & Co., MONY Securities Corporation, Smith Barney Shearson Inc., and Lehman Brothers Inc. Doyle holds Series 7, Series 63, Series 65, and SIE licenses. Doyle's specializations include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
06/14/2024 - Present
Osaic Wealth, Inc. (ALEDO TX)
TX
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (ALEDO TX)
TX
12/14/2009 - 07/17/2020
INVESTACORP, INC. (ALEDO TX)
TX
07/01/2008 - 12/21/2009
AXA ADVISORS, LLC (FORT WORTH TX)
TX
07/09/2003 - 07/14/2008
ALLSTATE FINANCIAL SERVICES, LLC (FORT WORTH TX)
CA
05/21/2003 - 06/10/2003
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
MO
05/03/2002 - 06/09/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NJ
08/14/2000 - 05/24/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
09/17/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
11/29/1993 - 09/29/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
07/31/1993 - 11/10/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
01/23/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 08/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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