Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter March is a financial professional with over 25 years of experience in the industry. Walter is currently registered with LPL Financial LLC as a Registered Representative. Walter has previously held positions at ROBINHOOD FINANCIAL, LLC, ALL OF US SECURITIES LLC, TD AMERITRADE CLEARING, INC., TD AMERITRADE, INC., NATIONAL FINANCIAL SERVICES LLC, FIDELITY DISTRIBUTORS CORPORATION, FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC., PYRAMIS DISTRIBUTORS CORPORATION LLC, and FIDELITY BROKERAGE SERVICES LLC. Walter is a Series 7, 8, 9, 10, 14, 24, 63, SIE, and 99 licensed professional. Walter specializes in providing financial advice to individuals, corporations, and other businesses. Walter is committed to providing his clients with the highest quality financial advice and service.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
06/10/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
TX
05/22/2023 - 09/22/2023
ROBINHOOD FINANCIAL, LLC (Westlake TX)
CA
07/28/2022 - 09/23/2022
ALL OF US SECURITIES LLC (SAN JOSE CA)
NE
03/29/2016 - 12/15/2020
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NE
03/29/2016 - 12/15/2020
TD AMERITRADE, INC. (OMAHA NE)
RI
08/29/2013 - 02/24/2016
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
08/29/2013 - 11/21/2013
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
RI
08/29/2013 - 11/21/2013
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
08/29/2013 - 11/21/2013
PYRAMIS DISTRIBUTORS CORPORATION LLC (SMITHFIELD RI)
RI
10/30/1995 - 11/21/2013
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
10/26/1992 - 09/21/1994
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
BC
Issued 09/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2022
Series 14 - Compliance Officer Examination
BC
Issued 07/18/2022
Series 24 - General Securities Principal Examination
BC
Issued 07/18/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/18/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/08/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2022
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Walter March is the right advisor for you? Invested Better is here to help.
