Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Walters is a financial advisor with Swbc Investment Co. in San Antonio, TX. Michael Walters has been in the industry since August 8, 2018. Michael Walters has a Series 66, Series 65, Series 7 and SIE licenses. Michael Walters also holds a Certified Financial Planner designation. Michael Walters is also a licensed insurance agent.
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.
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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TX
07/09/2024 - Present
Swbc Investment Co. (SAN ANTONIO TX)
TX
08/08/2018 - 08/15/2019
FIRST COMMAND FINANCIAL PLANNING, INC. (Cibolo TX)
IA
Issued 03/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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