Walter Coury
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Walter Coury, who also goes by Walter Charles Coury, was a registered financial professional .
Walter is a previously registered financial professional and started their career in finance in 2011. Walter had worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 20, 2015 - June 30, 2023
WELA STRATEGIES, INC.
October 15, 2013 - December 23, 2013
PNC WEALTH MANAGEMENT LLC
October 15, 2013 - December 23, 2013
PNC WEALTH MANAGEMENT LLC
August 26, 2011 - September 9, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 22, 2011 - September 9, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
WELA STRATEGIES, INC.
CRD#: 147762 / SEC#: 801-69434
Contact information
Regulatory assets under management
| Total Number of Accounts | 1,816 |
| AUM (Assets Under Management) | $ 255,529,286 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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