Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter William Conley is a financial advisor with Fidelity Personal And Workplace Advisors. Walter is registered with the state of California as an Investment Advisor Representative. Walter has been in the financial services industry since July 31, 2000. Walter has a Series 7, Series 63, Series 9, Series 10, Series 24, and Series 65 license. Walter specializes in working with individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Walter provides financial planning, educational seminars, and portfolio management for businesses and individuals. Walter's branch office is located in Santa Monica, California.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
07/18/2024 - Present
Fidelity Personal AND Workplace Advisors (SANTA MONICA CA)
IA
Issued 07/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/13/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Walter Conley is the right advisor for you? Invested Better is here to help.
