Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Straube is a financial advisor with Gallagher Fiduciary Advisors, LLC. Walter has been in the financial services industry since 2018 and is licensed in several states including Alabama, Florida, Georgia, Kentucky, Maryland, North Carolina, South Carolina, and Virginia. Walter also holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE designation. Walter is a Certified Financial Planner and provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and other services to individuals and families, corporations, charitable organizations, state or municipal government entities, and investment companies.
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.
See schedule d misc. for explanation
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
GA
04/18/2022 - Present
Gallagher Fiduciary Advisors, LLC (Atlanta GA)
GA
04/04/2022 - 08/23/2024
TRIAD ADVISORS LLC (Atlanta GA)
GA
09/17/2021 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Atlanta GA)
GA
10/16/2019 - 08/09/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Atlanta GA)
GA
01/31/2018 - 10/03/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)
IA
Issued 11/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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