Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sloan? Claim Your ProfileSloan Walters is an investment advisor representative with over 16 years of experience in the financial services industry. Sloan has a strong background in financial planning, investment management, and insurance. Sloan is currently registered with Next Financial Group, Inc. and Blakely Walters Wealth Management. Sloan holds the Series 66 and Series 7 licenses and has been active in the financial services industry since 2007. Sloan is committed to providing personalized financial advice to individuals and families.
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.
Seminar/workshop attendance fees
1
2
AZ
04/07/2011 - Present
Next Financial Group, Inc. (SCOTTSDALE AZ)
AZ
07/19/2007 - 01/30/2009
CRI SECURITIES, LLC (PHOENIX AZ)
AZ
07/19/2007 - 01/30/2009
SECURIAN FINANCIAL SERVICES, INC. (PHOENIX AZ)
BOTH
Issued 08/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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