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 Snider is a financial advisor with over 20 years of experience in the industry. Walter is registered with Raymond James & Associates, Inc. and has held previous positions at Next Financial Group, Inc., LPL Financial LLC, Florida Investment Advisers, and FISERV INVESTOR SERVICES, INC. Walter holds a variety of licenses including Series 6, 7, 24, 52TO, 53, and 63. Walter also has a Series 65 license which allows him to provide investment advisory services.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
11/04/2015 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
01/02/2015 - 05/12/2015
NEXT FINANCIAL GROUP, INC. (SAFETY HARBOR FL)
SC
11/01/2013 - 03/07/2014
LPL FINANCIAL LLC (FORT MILL SC)
FL
11/20/2003 - 11/19/2013
FLORIDA INVESTMENT ADVISORS (TAMPA FL)
FL
07/05/2002 - 11/20/2003
FLORIDA INVESTMENT ADVISERS (TAMPA FL)
TX
04/19/2002 - 07/08/2002
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
TX
01/31/2001 - 03/28/2002
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
MD
01/01/1999 - 01/31/2001
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 04/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/14/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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