Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Parrish has been in the financial services industry since 2002. Walter is currently registered with Equity Services, Inc. Previously, Walter was associated with firms including Lincoln Financial Distributors, Inc., Jefferson Pilot Securities Corporation, State Farm VP Management Corp. and Morgan Stanley DW Inc. Walter is a Series 7, 66 and SIE licensed representative. Walter holds a Uniform Combined State Law Examination (Series 66) license, which allows him to provide investment advice in multiple states. Walter focuses on insurance companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth.
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.
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
VT
12/21/2021 - Present
Equity Services, Inc. (MONTPELIER VT)
NC
07/16/2008 - 10/27/2021
LINCOLN FINANCIAL DISTRIBUTORS, INC. (GREENSBORO NC)
NC
06/09/2006 - 03/21/2007
LINCOLN FINANCIAL DISTRIBUTORS, INC. (GREENSBORO NC)
NC
09/12/2005 - 06/09/2006
JEFFERSON PILOT SECURITIES CORPORATION (GREENSBORO NC)
IL
06/17/2003 - 08/26/2005
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NY
08/30/2000 - 04/16/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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