Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Harold Mego is a financial advisor with Raymond James Financial Services Advisors, Inc.. Walter has been in the financial services industry for over 10 years. Walter is registered with the state of Arizona and holds Series 6, 7, 63, and 66 licenses as well as the SIE exam. Prior to joining Raymond James, Walter worked at J.P. Morgan Securities LLC and Charles Schwab & Co., Inc.. Walter offers financial planning, portfolio management and educational seminars.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AZ
06/06/2022 - Present
Raymond James Financial Services Advisors, Inc. (Phoenix AZ)
AZ
08/27/2019 - 10/09/2020
J.P. MORGAN SECURITIES LLC (PHOENIX AZ)
AZ
08/05/2019 - 08/12/2019
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
11/22/2016 - 05/21/2019
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
06/29/2011 - 10/06/2016
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
10/26/2009 - 06/24/2011
CHASE INVESTMENT SERVICES CORP. (SCOTTSDALE AZ)
BOTH
Issued 07/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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