Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Curry is a financial advisor with over 30 years of experience in the financial services industry. Walter holds a Series 6, Series 63, Series 26, and Series 65 licenses. Walter has a strong track record of providing financial advice to individuals, families, and businesses. Walter specializes in investment planning, retirement planning, college savings, and estate planning. Walter is currently registered with TLG Advisors, Inc. and is also a registered representative of Blair Agency. Walter is a Certified Financial Planner (CFP) and is committed to providing his clients with the highest level of professional 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.
Placement of institutional funds
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
CA
11/21/2024 - Present
TLG Advisors, Inc. (Roseville CA)
OK
03/08/2011 - 02/09/2024
MML INVESTORS SERVICES, LLC (OKLAHOMA CITY OK)
OK
02/06/1997 - 02/07/2011
HARTFORD EQUITY SALES COMPANY INC. (OKLAHOMA CITY OK)
MA
09/28/1989 - 02/01/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/28/1989 - 02/01/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 09/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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