Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Lawrence is an investment advisor representative with Eagle Strategies LLC, a firm with a primary office in New York, NY. Walter has been in the securities industry since August 11, 2013. Walter is registered in Florida, Indiana, Louisiana, and Texas. Walter has successfully completed the Uniform Combined State Law Examination, Securities Industry Essentials Examination, and General Securities Representative Examination. Walter Lawrence holds Series 66, Series 7, and SIE licenses. Walter Lawrence is also licensed with EDWARD JONES. Walter Lawrence has experience with various client types, including corporations or other businesses, high-net-worth individuals, and individuals other than high-net-worth. Walter Lawrence offers a range of advisory services, including financial planning, pension consulting, and portfolio management for individuals. Walter is also a member of the Knights of Columbus John C Marsh Assembly 329 and Rotary Club of Monroe.
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.
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.
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LA
06/09/2021 - Present
Eagle Strategies LLC (MONROE LA)
LA
05/30/2013 - 02/03/2021
EDWARD JONES (MONROE LA)
BOTH
Issued 6/6/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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