Unclaimed
Walter Ickert is an Investment Advisor Representative with Independent Financial Partners in RIDGELAND, SC. Walter has been in the financial industry for over 40 years and has a strong track record of success. Walter is committed to providing his clients with personalized financial advice that meets their individual needs. He offers a range of services, including financial planning, investment management, and retirement planning. Walter is also registered with the state of North Carolina. Walter's experience and commitment to his clients make him an excellent choice for those seeking financial guidance.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
SC
02/16/2012 - Present
Independent Financial Partners (RIDGELAND SC)
SC
11/12/2009 - 05/23/2019
LPL FINANCIAL LLC (RIDGELAND SC)
FL
07/31/2002 - 11/17/2009
ROYAL ALLIANCE ASSOCIATES, INC. (SEBASTAIN FL)
NY
05/03/1999 - 08/08/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
07/10/1997 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CA
12/18/1986 - 07/28/1997
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CT
01/14/1987 - 12/31/1990
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
NA
01/09/1986 - 12/22/1986
ARUNDEL SECURITIES, INC.
NA
10/01/1985 - 01/14/1986
THE PLANNER'S SECURITIES GROUP, INC.
NA
01/27/1984 - 10/15/1985
FSC SECURITIES CORPORATION
NA
10/24/1978 - 04/05/1983
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
12/04/1974 - 12/15/1976
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
12/04/1974 - 12/15/1976
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
08/22/1973 - 01/20/1974
ADL INVESTMENT CO., INC.
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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