Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter James Penrod is a financial professional with over 30 years of experience in the industry. Walter has been registered with PFS Investments Inc. since August 1993 and holds several professional licenses and certifications, including Series 6, Series 26, and Series 63. Walter's focus is on providing individual portfolio management, and he specializes in providing financial advice to individuals, including high-net-worth individuals. Walter is licensed to provide investment advice in Indiana, North Carolina, Ohio, and Virginia.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
08/13/1993 - Present
PFS Investments Inc. (GRAHAM NC)
BC
Issued 08/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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