Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Ezra Jamison is a financial advisor at LPL Financial LLC. Walter has been in the financial services industry since 1998. Walter is registered with the state of Kansas, and holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Prior to LPL Financial LLC, Walter was employed by Cambridge Investment Research, Inc., National Planning Corporation, Legacy Financial Services, Inc., and Sunset Financial Services, Inc. Walter has extensive experience in financial planning, portfolio management, and insurance. Walter is committed to providing clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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.
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2
KS
10/31/2023 - Present
LPL Financial LLC (LAWRENCE KS)
KS
09/15/2017 - 11/03/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Lawrence KS)
KS
03/26/2004 - 09/19/2017
NATIONAL PLANNING CORPORATION (TOPEKA KS)
CA
10/23/2003 - 03/26/2004
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
MO
02/13/2001 - 10/23/2003
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NJ
11/09/1998 - 02/09/2001
TFS SECURITIES, INC. (LINCROFT NJ)
IA
Issued 12/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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