Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Tell Shappley is a financial advisor registered with PFS Investments Inc. in Tampa, Florida. Walter has been in the financial industry since January 1985. Walter is licensed to provide investment advice in Florida and Georgia. Walter holds a Series 6, 26, and 63 license and the SIE exam. Walter has a strong focus on providing portfolio management for 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.
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.
A percentage of the total value of assets under management is charged.
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FL
01/11/1985 - Present
PFS Investments Inc. (TAMPA FL)
BC
Issued 12/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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