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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 Scott Passmore is a financial advisor with over 48 years of experience. Walter is registered to provide securities and investment advisory services in Alabama, Florida, Georgia, Mississippi, New Mexico and Wisconsin. Walter is associated with Osaic Wealth, Inc. Walter also holds licenses in insurance and real estate. Walter's primary work experience is with Lincoln Financial Advisors Corporation, Lincoln National Life Insurance Company, and Concourse Financial Group Securities, Inc. Walter specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
AL
01/24/2025 - Present
Osaic Wealth, Inc. (MOBILE AL)
AL
04/30/2010 - 11/28/2023
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (Mobile AL)
AL
08/18/2003 - 05/05/2010
MML INVESTORS SERVICES, INC. (MOBILE AL)
AZ
04/11/2001 - 08/14/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IN
12/01/1975 - 04/09/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/01/1975 - 04/09/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
12/28/1981 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BOTH
Issued 07/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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