Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Walters is a registered representative with Cetera Investment Advisers LLC and has been in the securities industry since 1983. George is also a registered investment advisor representative in the state of California and Texas. George has a wide range of experience in the financial services industry, including experience with Cetera Advisor Networks LLC and Cetera Investment Advisers LLC. George has a strong track record of providing financial advice to clients of all types, including individuals, families, and businesses. George is committed to providing personalized service and helping clients achieve their financial goals.
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.
1
2
CA
01/02/2024 - Present
Cetera Investment Advisers LLC (MODESTO CA)
MA
03/15/1993 - 04/27/1995
G.R. STUART & COMPANY, INC. (MAYNARD MA)
CA
05/31/1989 - 03/18/1993
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
NA
03/13/1987 - 05/31/1989
FIRST AFFILIATED SECURITIES, INC.
NA
01/12/1987 - 03/17/1987
PACIFIC ASSET GROUP, INC.
NA
03/07/1984 - 12/23/1985
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
03/01/1982 - 03/27/1984
G. W. STORY & ASSOCIATES, INC.
IA
Issued 09/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/08/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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