Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Keith is a financial advisor with Raymond James Financial Services Advisors, Inc. Walter has been in the industry since 1992 and has experience in various areas, including financial planning, pension consulting, and portfolio management for both individuals and businesses. Walter has earned the Series 65 and Series 63 licenses, and holds a General Securities Principal license (Series 24). In addition to working with Raymond James Financial Services Advisors, Inc., Walter is also an Independent Contractor for Ellis & Company Retirement Strategists.
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
TN
03/08/2018 - Present
Raymond James Financial Services Advisors, Inc. (Brentwood TN)
NY
07/24/1992 - 06/09/1999
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 10/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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