Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Steven Less is a registered representative with LPL Financial LLC. Walter has been in the industry since 2006 and has a combined state law examination. Walter Steven Less has experience with Edward Jones, First Southeast Investor Services, Inc. and Wells Fargo Clearing Services, LLC. Walter Steven Less is currently registered in Arkansas, Connecticut, Florida, Georgia, Illinois, Michigan, New Mexico, New York, North Carolina, Ohio, South Carolina, Texas, Vermont, and Virginia. Walter Steven Less has also worked with South State Investment Services - DBA for LPL Business and LADY TRACY LLC. Walter Steven Less is a registered representative of and offers securities and advisory services through LPL Financial LLC, a registered investment advisor, member FINRA/SIPC.
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.
Consulting and other non-discretionary advisory services
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.
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2
GA
03/31/2022 - Present
LPL Financial LLC (RICHMOND HILL GA)
SC
01/31/2017 - 10/02/2018
WELLS FARGO CLEARING SERVICES, LLC (MYRTLE BEACH SC)
SC
05/13/2014 - 02/07/2017
LPL FINANCIAL LLC (MYRTLE BEACH SC)
SC
05/11/2009 - 05/22/2014
FIRST SOUTHEAST INVESTOR SERVICES, INC. (CONWAY SC)
SC
09/12/2006 - 05/07/2009
EDWARD JONES (CHERAW SC)
BOTH
Issued 09/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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