Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Sommerfelt is a financial advisor with over 20 years of experience in the industry. Walter is currently registered with Fortune Financial Services, Inc. in Tennessee and Ohio. Walter has held previous registrations with Nationwide Securities, LLC, Foothill Securities, Inc., and NYLIFE Securities LLC. Walter is a Series 6 and Series 63 licensed professional with experience in Investment Company Products/Variable Contracts.
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.
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.
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2
TN
08/21/2020 - Present
Fortune Financial Services, Inc. (Lenoir City TN)
TN
02/21/2012 - 07/01/2020
NATIONWIDE SECURITIES, LLC (LENOIR CITY TN)
TN
03/11/2010 - 12/31/2011
FOOTHILL SECURITIES, INC. (LENOIR CITY TN)
TN
10/18/1996 - 02/24/2010
NYLIFE SECURITIES LLC (LENOIR CITY TN)
BC
Issued 09/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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