Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Armstrong Kennedy IV is a financial advisor with Truist Advisory Services, Inc. Walter has over 20 years of experience in the financial services industry. Walter is registered to provide investment advice in 26 states and is also registered with FINRA. Walter specializes in retirement planning, college savings, estate planning, and insurance. Walter is committed to providing his clients with personalized financial advice and guidance. Walter is also a registered representative of Truist Investment Services. Walter has previously worked at Wells Fargo Clearing Services, LLC and UBS Financial Services Inc. Walter is a Series 7, Series 63, and Series 65 licensed representative.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
NC
12/18/2018 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
NC
01/18/2008 - 10/01/2018
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
02/17/1999 - 01/29/2008
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
IA
Issued 03/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Walter Kennedy is the right advisor for you? Invested Better is here to help.
