Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter McDaniel is a financial advisor with LPL Financial LLC, based in Norfolk, Virginia. Walter McDaniel has been a registered representative since 1983 and offers a variety of services, including financial planning, portfolio management, and investment advisory services. Walter McDaniel has experience working with individuals, families, and businesses, and has a strong understanding of the financial markets. Walter McDaniel is committed to helping clients achieve their financial goals.
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.
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VA
12/17/2019 - Present
LPL Financial LLC (NORFOLK VA)
VA
08/15/2014 - 12/18/2019
AVANTAX INVESTMENT SERVICES, INC. (Norfolk VA)
VA
07/19/2004 - 08/26/2014
NEXT FINANCIAL GROUP, INC. (NORFOLK VA)
NY
08/17/2000 - 07/29/2004
AXA ADVISORS, LLC (NEW YORK NY)
IN
01/16/1998 - 08/09/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/16/1998 - 08/09/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
06/16/1983 - 02/12/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 06/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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