Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Wilson is a financial advisor with over 20 years of experience in the industry. Walter is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT. Walter is registered with LPL Financial LLC, in West Chester, OH. He is also registered in 23 states as a Registered Representative and 6 states as an Investment Advisor Representative. Walter has a diverse background in financial services and has worked with Waddell & Reed, various insurance carriers, and the Financial Planning Association Southwestern Ohio. Walter provides financial planning, consulting, and portfolio management services for individuals, businesses, and charitable organizations.
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
OH
07/21/2021 - Present
LPL Financial LLC (WEST CHESTER OH)
OH
07/29/2002 - 07/21/2021
WADDELL & REED (West Chester OH)
BC
Issued 09/11/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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