Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Magana is a financial advisor currently registered with Principal Securities, Inc. and has been in the industry since February 24, 2005. Walter has a wide range of experience in the financial services industry, having previously worked for VALIC FINANCIAL ADVISORS, INC., SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., and METLIFE SECURITIES INC. Walter is a Series 66, Series 24, Series 6TO, Series 7, and SIE licensed professional. Walter is a highly experienced and knowledgeable advisor who has been working to provide clients with comprehensive financial planning and investment management services for over 17 years.
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.
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 fees, solicitors fees, subscription consulting fees
1
2
TX
12/03/2012 - Present
Principal Securities, Inc. (AUSTIN TX)
TX
08/10/2010 - 06/28/2012
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
CA
10/31/2005 - 08/11/2010
SAGEPOINT FINANCIAL, INC. (TORRANCE CA)
AZ
12/13/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
10/08/2004 - 12/03/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
BOTH
Issued 12/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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