Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Lee Helms is a registered representative with M Holdings Securities, Inc. located in Atlanta, GA. Walter has over 20 years of experience in the financial services industry. Walter is a Series 7 and Series 63 licensed professional. Walter also holds the SIE certification and is licensed to sell securities in Alabama, Colorado, Delaware, Florida, Georgia, North Carolina, Oregon, South Carolina, South Dakota, Tennessee, and Virginia. Walter is a financial advisor who specializes in providing portfolio management services to individuals, businesses, and investment companies. Walter also provides financial planning, pension consulting, and educational seminars to clients.
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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GA
06/23/2008 - Present
M Holdings Securities, Inc. (ATLANTA GA)
GA
01/28/2003 - 04/28/2008
SYNOVUS SECURITIES, INC. (COLUMBUS GA)
IA
Issued 05/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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