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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Lewis Satterwhite is an investment advisor representative with Ameriprise Financial Services, LLC. Walter has been in the industry since 1976 and has experience working with individual investors, high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and state or municipal government entities. Walter is registered to offer securities and advisory services in California, Florida, Maryland, Minnesota, New Jersey, New Mexico, North Carolina, Utah, Virginia, and Washington. In addition to his work as an investment advisor representative, Walter is also a director of Satterwhite and serves as the Foundation Chair for a non-profit organization. Walter holds the Series 65, Series 63, Series 15, Series 5, Series 7, and 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.
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
VA
11/26/2014 - Present
Ameriprise Financial Services, LLC (Virginia Beach VA)
VA
06/01/2009 - 12/02/2014
MORGAN STANLEY (VIRGINIA BEACH VA)
VA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (VIRGINIA BEACH VA)
VA
09/22/1982 - 04/02/2007
MORGAN STANLEY DW INC. (VIRGINIA BEACH VA)
NA
09/26/1978 - 10/12/1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
09/01/1976 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 08/19/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 10/26/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 08/21/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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