Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Davis has been a registered representative since 1985 and has a strong background in the financial services industry. Walter is currently a registered representative at The Leaders Group, Inc., located in Littleton, Colorado. Prior to joining The Leaders Group, Walter was previously affiliated with ADVANTAGE CAPITAL CORPORATION in Atlanta, Georgia, TRAVELERS EQUITIES SALES, INC., in El Segundo, California, and C.A.L. INVESTMENT SERVICES INC., in Saskatchewan, Canada. Walter has a wide range of experience, holding Series 6, 26, and 63 licenses and a SIE designation.
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.
1
2
CO
04/24/1998 - Present
THE Leaders Group, Inc. (LITTLETON CO)
GA
08/15/1994 - 12/31/1997
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
06/27/1994 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
07/25/1985 - 08/03/1993
C.A.L. INVESTMENT SERVICES INC. (SASKATCHEWAN S4P 3B1 )
BC
Issued 08/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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