Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Keyes is a financial advisor who has been in the industry since 2006. Walter is currently registered with Osaic Wealth, Inc. and has held previous positions with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Walter's areas of expertise include providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Walter has a strong track record of success in the financial services industry and is committed to providing his clients with the highest level of service.
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
AK
01/24/2025 - Present
Osaic Wealth, Inc. (FAIRBANKS AK)
AK
05/05/2006 - 03/19/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FAIRBANKS AK)
IA
Issued 04/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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