Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Gordon Perry is a financial advisor based in Lone Tree, Colorado and has been working in the financial services industry since 1996. Walter is registered with Charles Schwab & CO., Inc. and has also previously worked for Ameriprise Financial Services, Inc., IDS Life Insurance Company, and Riversource Distributors, Inc. Walter holds several licenses including Series 7, Series 24, and Series 63. Walter's expertise includes financial planning and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
08/29/2007 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
MN
01/01/2007 - 05/16/2007
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
01/16/2001 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/16/2001 - 12/31/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
07/05/1996 - 11/22/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/05/1996 - 11/22/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/14/1995 - 03/26/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/14/1995 - 03/26/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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