Unclaimed
Walter Clark is a registered investment advisor representative with MML Investors Services, LLC. Walter Clark has been in the securities industry since August 19, 1990. Walter Clark holds Series 6, 7, 24, 63, and 65 securities licenses. Walter Clark is also registered with the states of District of Columbia, Georgia, Maryland, South Carolina, and Virginia. Walter Clark is a financial advisor who works with individuals, corporations, and institutions. Walter Clark has a wide range of experience in the financial services industry. Walter Clark is committed to providing clients with personalized advice and guidance to help them achieve their financial goals. Walter Clark specializes in financial planning, asset allocation, and retirement planning. Walter Clark is also a registered life and health 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MD
07/16/2024 - Present
MML Investors Services, LLC (ROCKVILLE MD)
MD
08/20/1990 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROCKVILLE MD)
MD
08/20/1990 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GREENBELT MD)
IA
Issued 07/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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