Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Christian Etterlee is a financial advisor at Avantax Advisory Services in Augusta, GA. Walter has over 20 years of experience in the financial services industry. Walter is a Registered Representative with the state of Georgia and holds the Series 7, Series 66 and SIE licenses. Walter is also a Certified Public Accountant (CPA) and holds an MBA from Augusta University. In addition to providing financial advice, Walter is also a member of the Kiwanis Club of Uptown Augusta, GA and the Augusta University Summerville Alumni Society. Walter is committed to helping his clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
GA
10/25/2019 - Present
Avantax Advisory Services (AUGUSTA GA)
GA
05/02/2017 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (AUGUSTA GA)
BOTH
Issued 05/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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