Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Dale Crossley is a financial advisor with over 25 years of experience in the financial services industry. Walter is a Registered Representative and Investment Advisor Representative with Raymond James Financial Services Advisors, Inc., operating out of their Merritt Island, Florida branch office. Walter specializes in providing financial planning, portfolio management, and pension consulting services for individuals, businesses, and institutional clients. Walter holds the Series 6, 7, 9, 10, 31, and 63 licenses. Walter has a strong track record of success in helping 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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
04/01/2014 - Present
Raymond James Financial Services Advisors, Inc. (MERRITT ISLAND FL)
VT
07/12/2000 - 02/25/2003
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
08/08/1997 - 06/20/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/08/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
GA
10/08/1996 - 07/25/1997
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 03/06/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/08/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 04/05/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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