Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Samuelson is a financial advisor in HOLLYWOOD, Florida. Walter has been in the industry since 1985. He has a Series 63 license and holds a Series 6 and Series 26 licenses. Walter is currently registered with Avantax Investment Services, Inc. Walter has worked with PFS INVESTMENTS INC. in the past.
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.
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.
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2
FL
07/06/2009 - Present
Avantax Investment Services, Inc. (HOLLYWOOD FL)
FL
11/14/1985 - 05/20/2009
PFS INVESTMENTS INC. (MARGATE FL)
BC
Issued 11/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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