Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Brown is a financial advisor with over 17 years of experience in the financial services industry. Walter is currently registered with Money Concepts Capital Corp. in Tennessee as an Investment Advisor Representative. Walter has held previous positions with PFS INVESTMENTS INC., PRIMERICA FINANCIAL SERVICES and Burnette Insurance Company. Walter is licensed to sell securities in 11 states and holds multiple FINRA and state licenses. Walter is a Series 6, 7, 26, 63, and 65 licensed professional and holds the SIE. Walter has experience working with individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. Walter provides financial planning, portfolio management for individuals and businesses, and general consulting services to his clients. Walter is also a police officer for the City of Bristol, Tennessee and is a member of the Bristol TN Police Officer Benevolent Fund Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
10/07/2016 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
TN
03/14/2006 - 10/11/2016
PFS INVESTMENTS INC. (BRISTOL TN)
IA
Issued 05/21/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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