Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Richard MacK is a financial advisor at Charles Schwab & CO., Inc. Walter is a registered investment advisor and has been active in the industry for over 6 years. Walter is licensed to provide investment advisory services in Arizona and California and has Series 7, 9, 10, 24, 51, 63, and 65 licenses. Walter has a strong background in financial planning and portfolio management. Before joining Charles Schwab, Walter worked for USAA Financial Advisors, Inc., a USAA company. Walter's clients are primarily individuals and other investment advisors. Walter provides financial planning, portfolio management, and other advisory services. Walter's firm, Charles Schwab & CO., Inc., is a large financial services company with a strong reputation in the industry. Walter has over 6 years of experience in the financial services industry.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
05/26/2020 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
10/21/2016 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
IA
Issued 05/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/12/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/27/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/22/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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