Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Boleman is a financial advisor at Osaic Wealth, Inc. Walter has been working in the financial industry since January 27, 1985. Walter is registered with the state of Georgia as an Investment Advisor Representative and a Broker Dealer Representative. Walter is also registered with the state of Arizona, Florida, and Maine as an Investment Advisor Representative and Broker Dealer Representative. Walter has passed the Series 63, Series 65, Series 7, and SIE exams. Walter's past employers include TRIAD ADVISORS LLC and MORGAN KEEGAN & COMPANY, INC. Walter offers financial planning, pension consulting, and educational seminars.
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
GA
08/23/2024 - Present
Osaic Wealth, Inc. (BLUE RIDGE GA)
GA
05/25/2012 - 08/23/2024
TRIAD ADVISORS LLC (BLUE RIDGE GA)
GA
12/08/2000 - 05/29/2012
MORGAN KEEGAN & COMPANY, INC. (BLUE RIDGE GA)
NY
03/19/1990 - 12/13/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
02/25/1986 - 03/21/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
01/23/1985 - 02/19/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 11/18/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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