Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter John Hansch is a financial professional with over 35 years of experience in the financial services industry. Walter is currently registered with Independent Financial Group, LLC in Solana Beach, California. Walter has held previous registrations with several other firms including CETERA ADVISOR NETWORKS LLC, ASSOCIATED SECURITIES CORP., JOHN HANCOCK DISTRIBUTORS, INC., JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY, BMA FINANCIAL SERVICES, INC., and MUTUAL BENEFIT FINANCIAL SERVICE COMPANY. Walter holds several licenses and certifications, including Series 6, 7, 22, 63, and SIE. Walter specializes in financial planning, portfolio management, and pension consulting for individuals, businesses, and charitable organizations. He is dedicated to providing personalized financial advice and helping clients reach their financial goals.
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.
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.
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.
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2
CA
01/14/2025 - Present
Independent Financial Group, LLC (Solana Beach CA)
CA
04/22/2008 - 12/12/2017
CETERA ADVISOR NETWORKS LLC (SAN DIEGO CA)
CA
10/08/1998 - 04/23/2008
ASSOCIATED SECURITIES CORP. (RANCHO SANTA FE CA)
MA
07/24/1995 - 11/25/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/24/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MO
10/28/1991 - 07/19/1995
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NA
09/19/1986 - 10/22/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 09/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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