Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter McMahon is a financial advisor with over 40 years of experience in the industry. Walter currently works at Wells Fargo Clearing Services, LLC, where Walter provides investment consulting, financial planning and portfolio management services to individuals, businesses, and institutions. Walter has a strong track record of success in helping clients reach their financial goals, and Walter is committed to providing personalized service and attention to detail. Walter is also an active member of the Boys & Girls Club of Manchester's finance committee.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NH
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (MANCHESTER NH)
NY
09/22/1983 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
12/01/1981 - 09/01/1983
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 11/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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