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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter John Chesney is a financial advisor who has been in the industry since 1983. Walter is registered as a broker-dealer and investment advisor in Florida and Texas. Walter currently works at Raymond James Financial Services Advisors, Inc. where Walter has worked since 2017. Before joining Raymond James Financial Services Advisors, Inc., Walter was a financial advisor at Raymond James & Associates, Inc. from 2013 to 2017, and before that Walter worked at Morgan Keegan & Company, Inc. from 2006 to 2013. Walter specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, corporations, and charitable organizations. Walter has a number of licenses and certifications, including the Series 63 and 65 exams.
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
FL
04/19/2022 - Present
Raymond James Financial Services Advisors, Inc. (NAPLES FL)
FL
02/13/2013 - 09/25/2017
RAYMOND JAMES & ASSOCIATES, INC. (NAPLES FL)
FL
04/07/2006 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (NAPLES FL)
FL
02/21/2006 - 04/19/2006
CITIGROUP GLOBAL MARKETS INC. (NAPLES FL)
MD
01/26/1995 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
02/05/1988 - 02/06/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
05/09/1985 - 02/22/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
09/22/1983 - 05/21/1985
DEAN WITTER REYNOLDS INC.
IA
Issued 02/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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