Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Mowry is a financial advisor with Raymond James Financial Services Advisors, Inc. Walter has been in the industry since January 8, 1998. Walter is registered to provide investment advisory services in Virginia and Texas. Walter holds the Series 66, 7, 10, 9, and SIE securities licenses. Walter is a Certified Financial Planner. Walter is also the owner of Clay Properties/Holdings LLC and Lawson House LLC. Walter's experience and qualifications make him a valuable asset to any investor looking for financial guidance.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
06/30/2009 - Present
Raymond James Financial Services Advisors, Inc. (WILLIAMSBURG VA)
VA
02/21/2006 - 06/16/2009
CITIGROUP GLOBAL MARKETS INC. (WILLIAMSBURG VA)
MD
01/09/1998 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 02/03/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/08/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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