Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter W Goss has been in the financial industry since 2013. Walter is currently registered with LPL Financial LLC. Walter has experience working with a variety of financial firms including Santander Securities LLC, Woodbury Financial Services, Inc., MML Investors Services, LLC, and Citizens Securities, Inc. Walter has a strong track record of success in the financial services industry, and is committed to providing clients with personalized financial advice. Walter holds the Series 7, 6, 63 and 65 licenses and the SIE exam.
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
NH
10/27/2020 - Present
LPL Financial LLC (TILTON NH)
NH
03/22/2019 - 10/28/2020
SANTANDER SECURITIES LLC (HILLSBOROUGH NH)
NH
12/12/2018 - 03/25/2019
WOODBURY FINANCIAL SERVICES, INC. (DEERFIELD NH)
NH
10/05/2017 - 12/14/2018
MML INVESTORS SERVICES, LLC (BEDFORD NH)
MA
02/15/2013 - 05/11/2017
CITIZENS SECURITIES, INC. (ACTON MA)
IA
Issued 09/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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