Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Roland is an active investment advisor representative (IAR) with MML Investors Services, LLC. Walter is also a registered representative in Kansas, Nebraska, and Pennsylvania. Walter's primary office is in Center Valley, PA. Walter has been in the industry for 4 years. Walter also holds a Series 63, Series 65, and Series 6TO securities license. In addition to his work at MML Investors Services, LLC, Walter is also an insurance agent. Walter's experience includes positions at ADP Broker-Dealer, Inc., Faulkner Motors, Penn State University, Northampton Community College, MASSMUTUAL LIFE INSURANCE COMPANY, and MML INVESTORS SERVICES, LLC. Walter is also an active member of the industry, serving on the Board of Directors for MML Investors Services, LLC.
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
PA
07/29/2024 - Present
MML Investors Services, LLC (CENTER VALLEY PA)
PA
11/18/2019 - 01/24/2022
ADP BROKER-DEALER, INC. (Allentown PA)
IA
Issued 06/24/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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