Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lennie? Claim Your ProfileLennie Walters is an investment advisor representative with Steward Partners Investment Advisory, LLC. Lennie has over 20 years of experience in the financial services industry. Lennie is registered with the state of Kansas. Lennie has been associated with Steward Partners Investment Advisory, LLC, since October 2023. Before joining Steward Partners Investment Advisory, LLC, Lennie worked at Ameritas Investment Company, LLC. Lennie also has prior experience with Waddell & Reed, Ivy Funds Distributor, Inc. and Edward Jones. Lennie holds the Series 6, 7, 24, 63 and 66 licenses. Lennie provides financial consulting and portfolio management services to individual and institutional clients.
SHAWNEE, KS
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
KS
10/02/2023 - Present
Steward Partners Investment Advisory, LLC (SHAWNEE KS)
NE
08/11/2022 - 09/28/2023
AMERITAS INVESTMENT COMPANY, LLC (LINCOLN NE)
KS
04/23/2007 - 09/17/2021
WADDELL & REED (OVERLAND PARK KS)
KS
05/12/2008 - 07/07/2010
IVY FUNDS DISTRIBUTOR, INC. (OVERLAND PARK KS)
MO
02/27/2001 - 01/14/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 6/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/2/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/17/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 4/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lennie Walters is the right advisor for you? Invested Better is here to help.
