Unclaimed
Walter Leonard Jackson is a financial advisor with Stonehaven, LLC. Walter has over 20 years of experience in the financial services industry. Walter is registered in 20 states and holds a Series 7, 63, and 66 license. Walter was previously employed at Fidelity Brokerage Services LLC for over 20 years.
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.
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.
1
2
NY
06/21/2023 - Present
Stonehaven, LLC (NEW YORK NY)
TX
04/28/1998 - 07/09/2021
FIDELITY BROKERAGE SERVICES LLC (HOUSTON TX)
BOTH
Issued 01/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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