Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Goeltz is a financial advisor with over 20 years of experience in the industry. Walter is currently registered with Centaurus Financial, Inc. and holds multiple licenses. Walter has a broad background in financial planning and wealth management, including providing services for businesses and individuals. Walter has a strong commitment to providing personalized, high-quality financial advice.
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.
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.
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2
KY
09/29/2020 - Present
Centaurus Financial, Inc. (HENDERSON KY)
KY
05/23/2011 - 09/22/2017
H. BECK, INC. (HENDERSON KY)
IN
06/01/2009 - 06/03/2011
MORGAN STANLEY SMITH BARNEY (EVANSVILLE IN)
IN
04/03/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (EVANSVILLE IN)
IN
04/21/1999 - 04/06/2009
EDWARD JONES (MT VERNON IN)
BOTH
Issued 12/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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