Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter David Nagle is a financial advisor with over 30 years of experience in the industry. Walter has a wide range of experience working at various firms including Ausdal Financial Partners, Inc., Workman Securities Corporation, Ameritas Investment Corp., and Mutual of Omaha Investor Services, Inc. Walter has a strong track record of success in providing financial advice to individuals, corporations, and institutions. Walter is a highly qualified and experienced financial advisor, he holds multiple licenses and certifications including the Series 6, Series 22, Series 26, Series 62, and Series 63 licenses. Walter is dedicated to providing his clients with personalized financial advice and services to help them 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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
IL
07/07/2011 - Present
Ausdal Financial Partners, Inc. (ORLAND PARK IL)
IL
11/30/2004 - 07/01/2011
WORKMAN SECURITIES CORPORATION (ORLAND PARK IL)
NE
01/06/2004 - 12/01/2004
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NE
05/15/1992 - 01/21/2004
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 03/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2006
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/04/2005
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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