Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Lewis Cranford is a registered representative of Citigroup Global Markets Inc. based in San Francisco, CA. Walter has been in the industry since May 19, 1997. Previously, Walter was employed by Thomas Weisel Partners LLC, Offroad Securities, Inc., Banc of America Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Walter has obtained licenses including Series 6, 7, 8, 9, 10, 24, 51, 62, 63, and 65, and holds designations such as Series 6, 7, 8, 9, 10, 24, 51, 62, 63, and 65.
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.
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 advice
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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2
CA
09/28/2010 - Present
Citigroup Global Markets Inc. (SAN FRANCISCO CA)
CA
03/16/2004 - 02/23/2009
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
CA
03/06/2001 - 05/08/2003
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
CA
01/24/2000 - 02/26/2001
OFFROAD SECURITIES, INC. (SAN FRANCISCO CA)
MA
07/12/1999 - 08/19/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
05/07/1996 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
10/22/1997 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
NY
07/07/1994 - 07/25/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/02/1993 - 12/21/1993
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
IA
Issued 10/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/17/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/05/2003
Series 24 - General Securities Principal Examination
BC
Issued 03/27/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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