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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Schacht is a financial advisor in Naples, Florida with over 20 years of experience in the financial services industry. Walter Schacht has been with Cetera Investment Advisers LLC since July 2017. Walter Schacht also has experience with SunTrust Investment Services, Inc., BMO Harris Financial Advisors, Inc., and Wells Fargo Investments, LLC. Walter Schacht holds the Series 6, 7, 24, 63 and 65 licenses as well as the SIE exam. Walter Schacht is a Certified Financial Planner™.
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.
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.
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2
FL
10/17/2017 - Present
Cetera Investment Advisers LLC (NAPLES FL)
FL
06/28/2016 - 05/10/2017
SUNTRUST INVESTMENT SERVICES, INC. (NAPLES FL)
FL
12/08/2015 - 06/29/2016
BMO HARRIS FINANCIAL ADVISORS, INC. (NAPLES FL)
CT
09/01/2011 - 01/24/2014
INFINEX INVESTMENTS, INC. (MERIDEN CT)
IL
09/04/2008 - 02/22/2011
HARRIS INVESTOR SERVICES, INC. (CHICAGO IL)
FL
03/01/2002 - 09/13/2006
WELLS FARGO INVESTMENTS, LLC (NAPLES FL)
NY
11/25/1999 - 02/13/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NC
02/03/1999 - 03/02/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MI
10/23/1997 - 02/16/1999
INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)
NJ
01/27/1997 - 11/07/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 7/15/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 7/1/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 1/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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