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 May is a registered investment advisor with MML Investors Services, LLC. Walter has been in the industry since December 1996 and is registered in multiple states. Walter is also an insurance broker and is licensed to sell individual and group life and health insurance products. Walter's professional experience includes previous roles with MSI Financial Services, Inc. and Northwestern Mutual Investment Services, LLC. Walter holds Series 6, 7, 63, 65 and SIE licenses and specializes in providing financial planning, portfolio management, and pension consulting services.
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 programs
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.
Solicitors fees
1
2
MA
06/19/2017 - Present
MML Investors Services, LLC (Osterville MA)
MA
02/20/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BOSTON MA)
MA
12/03/1996 - 02/12/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOSTON MA)
WI
12/03/1996 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 11/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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