Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Harrison is a financial advisor based in Yelm, Washington. Walter has been in the financial services industry since August 20, 1982 and has experience working with both individual clients and corporations. Walter is registered with Cetera Investment Advisers LLC and has previously worked with VOYA FINANCIAL ADVISORS, INC., RELIASTAR FINANCIAL MARKETING CORP., CNA INVESTOR SERVICES, INC., EQUITY SERVICES, INC., and NEW YORK LIFE VARIABLE CONTRACTS CORPORATION. Walter is a Certified Financial Planner and holds the Series 1, Series 6, Series 22 and the SIE licenses.
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.
1
2
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (YELM WA)
WA
10/01/1995 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (YELM WA)
WA
07/01/1992 - 10/01/1995
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
NY
07/18/1991 - 07/02/1992
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
VT
08/24/1982 - 04/09/1991
EQUITY SERVICES, INC. (MONTPELIER VT)
NA
05/14/1982 - 04/30/1984
NEW YORK LIFE VARIABLE CONTRACTS CORPORATION
BC
Issued 1/2/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/8/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Walter Harrison is the right advisor for you? Invested Better is here to help.
