Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Flave Hart is an investment professional with over 10 years of experience in the financial services industry. Walter is registered as a Registered Representative and Investment Adviser Representative with Credit Union Investment Services. Walter has held previous roles with Pruco Securities, LLC, and State Employees' Credit Union. Walter is a Series 6, 7, 63, and 65 licensed professional. Walter provides financial planning and portfolio management services to individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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NC
01/24/2014 - Present
Credit Union Investment Services (Brevard NC)
NC
08/30/2007 - 08/26/2008
PRUCO SECURITIES, LLC. (ASHEVILLE NC)
IA
Issued 01/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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