Unclaimed
Walter Donald Bayne is a financial advisor with Cary Street Partners. Walter has been in the industry since October 10, 2001, and has experience in providing financial planning, portfolio management and other services to clients. Walter is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).
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.
Revenue sharing with certain third parties
1
2
VA
06/22/2007 - Present
Cary Street Partners (FREDERICKSBURG VA)
VA
09/02/2004 - 06/28/2007
WACHOVIA SECURITIES, LLC (FREDERICKSBURG VA)
MD
09/26/2001 - 08/17/2004
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 10/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2009
Series 4 - Registered Options Principal Examination
BC
Issued 09/15/2008
Series 24 - General Securities Principal Examination
BC
Issued 03/31/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2009
Series 3 - National Commodity Futures Examination
BC
Issued 03/13/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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