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John David Halter

W & S Brokerage Services, Inc.

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About John David Halter

John Halter is a financial professional with over 2 years of experience in the industry. John currently works at W&S Brokerage Services, Inc. John has a Series 6TO and SIE licenses and is registered in Ohio and Florida. John is specialized in securities and investment company products and variable contracts.

Firm Information

John Halter is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Halter’s Registration & Firm History

OH

05/21/2021 - Present

W&S Brokerage Services, Inc. (WOOSTER OH)

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Licenses & Designations

BC

Issued 05/21/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/05/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John David Halter.
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