Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Walter is a financial advisor with Equitable Advisors, LLC. Thomas has been working in the financial services industry since 2013. He is registered to provide investment advisory services in Florida, Louisiana, Maryland, North Carolina, Ohio, and Pennsylvania. Thomas has experience working with a variety of clients, including individuals, businesses, and institutions.
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.
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2
OH
08/14/2023 - Present
Equitable Advisors, LLC (PAINESVILLE OH)
OH
08/26/2016 - 08/11/2023
CETERA INVESTMENT SERVICES LLC (MENTOR OH)
OH
06/13/2023 - 06/13/2023
EQUITABLE ADVISORS, LLC (CLEVELAND OH)
PA
09/19/2013 - 04/08/2016
NYLIFE SECURITIES LLC (PITTSBURGH PA)
BOTH
Issued 01/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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