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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Williams is a financial advisor with Commonwealth Financial Network. Walter has been in the financial industry since 1999. He is registered with the state of Florida as an Investment Advisor Representative. Walter has experience working with a wide range of clients, including individuals, families, and businesses. He is also a Certified Financial Planner. Walter's commitment to his clients is evident in his extensive experience and his dedication to providing them with the highest level of service. He offers a variety of financial services, including financial planning, investment management, and insurance. Walter is committed to helping his 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.
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
FL
05/02/2023 - Present
Commonwealth Financial Network (Temple Terrace FL)
FL
06/08/2005 - 05/02/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (TEMPLE TERRACE FL)
IN
06/08/2005 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
05/13/1999 - 05/02/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
CO
06/23/1998 - 10/14/1998
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 06/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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