Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Gerald Rogers is a financial advisor with over 20 years of experience in the industry. Walter is currently registered with Cetera Investment Advisers LLC and has previously worked with Hancock Whitney Investment Services Inc., USAA Financial Advisors, Inc., Hancock Investment Services, Inc., Financial Design, Inc., and Edward Jones. Walter holds a variety of licenses and certifications, including Series 7, Series 63, Series 65, Series 24, and Series 53. Walter is a Certified Financial Planner and has a strong track record of helping clients achieve their financial goals. Walter has experience working with a variety of clients, including individuals, families, businesses, and institutions. Walter is committed to providing personalized financial advice and helping clients make informed decisions about their money.
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.
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2
LA
08/10/2022 - Present
Cetera Investment Advisers LLC (DENHAM SPRINGS LA)
LA
10/10/2011 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (DENHAM SPRINGS LA)
TX
03/02/2009 - 10/11/2011
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
LA
08/19/2002 - 02/23/2009
HANCOCK INVESTMENT SERVICES, INC. (BATON ROUGE LA)
LA
02/14/2002 - 05/06/2002
FINANCIAL DESIGN, INC. (BATON ROUGE LA)
MO
02/16/2000 - 02/04/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 2/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/6/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/29/2003
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/7/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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