Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Kenneth McDonald is a financial professional with over 20 years of experience in the financial services industry. Walter is a registered representative and investment advisor representative. Currently Walter is affiliated with Ameriprise Financial Services, LLC where Walter has been employed since 2012. Before joining Ameriprise, Walter was a registered representative with Princor Financial Services Corporation. Walter has a variety of licenses, including Series 6, Series 7 and Series 63 licenses. Walter is committed to providing clients with personalized financial advice to help them achieve 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.
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.
Asset allocation services
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.
1
2
FL
08/21/2017 - Present
Ameriprise Financial Services, LLC (Fort Myers FL)
FL
02/01/2007 - 03/28/2012
PRINCOR FINANCIAL SERVICES CORPORATION (FORT MYERS FL)
FL
04/07/2006 - 02/01/2007
MADISON AVENUE SECURITIES, INC. (FORT MYERS FL)
FL
10/13/1993 - 04/26/2006
SECURIAN FINANCIAL SERVICES, INC. (FT MYERS FL)
BC
Issued 12/06/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Walter McDonald is the right advisor for you? Invested Better is here to help.
