AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
CW

Callahan Walters

MULTI-BANK SECURITIES
FT. LAUDERDALE, FL 33308
Some features on this profile are disabled
CRD#: 5979825
CW

Professional summary

Callahan Walters, who also goes by Cal Walters, is a registered financial professional currently at MULTI-BANK SECURITIES, INC. located in Ft. Lauderdale, Florida.

Callahan is registered as a RR (Registered Representative) and started their career in finance in 2011. Callahan has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Cal Walters

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Callahan Walters's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 11, 2012 - Present

MULTI-BANK SECURITIES, INC.

Office #1: 2400 E. Commercial Blvd Ste. 1200, Ft. Lauderdale, FL 33308
BD
CRD#: 22098
FT. LAUDERDALE, FL
Past

January 3, 2012 - September 5, 2012

MORGAN STANLEY

RIA
CRD#: 149777
BOCA RATON, FL
Past

October 31, 2011 - September 5, 2012

MORGAN STANLEY

BD
CRD#: 149777
BOCA RATON, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(5/15/2019)
RR
Alaska
(5/15/2019)
RR
Arizona
(5/15/2019)
RR
Arkansas
(5/15/2019)
RR
California
(5/15/2019)
RR
Colorado
(5/15/2019)
RR
Connecticut
(5/15/2019)
RR
Delaware
(9/19/2019)
RR
District of Columbia
(5/15/2019)
RR
Florida
(9/11/2012)
RR
Georgia
(5/15/2019)
RR
Idaho
(9/16/2020)
RR
Illinois
(5/15/2019)
RR
Indiana
(5/15/2019)
RR
Iowa
(8/3/2023)
RR
Kansas
(5/15/2019)
RR
Kentucky
(5/15/2019)
RR
Louisiana
(5/15/2019)
RR
Maine
(5/15/2019)
RR
Maryland
(5/15/2019)
RR
Massachusetts
(5/15/2019)
RR
Michigan
(5/14/2019)
RR
Minnesota
(5/15/2019)
RR
Mississippi
(5/15/2019)
RR
Missouri
(5/15/2019)
RR
Montana
(5/15/2019)
RR
Nebraska
(5/15/2019)
RR
Nevada
(5/15/2019)
RR
New Hampshire
(8/3/2023)
RR
New Jersey
(5/15/2019)
RR
New Mexico
(5/15/2019)
RR
New York
(5/15/2019)
RR
North Carolina
(5/15/2019)
RR
Ohio
(5/15/2019)
RR
Oklahoma
(5/15/2019)
RR
Oregon
(5/15/2019)
RR
Pennsylvania
(5/15/2019)
RR
Puerto Rico
(11/6/2019)
RR
Rhode Island
(5/15/2019)
RR
South Carolina
(5/15/2019)
RR
South Dakota
(5/15/2019)
RR
Tennessee
(5/15/2019)
RR
Texas
(5/15/2019)
RR
Utah
(5/15/2019)
RR
Virgin Islands
(2/2/2021)
RR
Virginia
(5/15/2019)
RR
Washington
(5/15/2019)
RR
West Virginia
(10/8/2025)
RR
Wisconsin
(5/15/2019)
RR
Wyoming
(5/15/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/28/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/28/2011
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/10/2015
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MS
MULTI-BANK SECURITIES, INC.
MULTI-BANK SECURITIES, INC.

CRD#: 22098 / SEC#: , 8-39547

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1000 Town Center #2300, Southfield, MI 48075
Mailing Address
1000 Town Center #2300, Southfield, MI 48075
Phone number
(248) 291-1100
Established
Michigan since 08/17/1987
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MULTI-BANK SERVICES, LTD.SOLE SHAREHOLDER
DREWS, MICHAEL WAYNEVICE CHAIRMAN1664216
ELSNER, MERLIN AUBERONCCO5593423
KARSNER, MICHAEL STEPHENCHIEF FINANCIAL OFFICER/TREASURER5751851
MACCAGNONE, DAVID THOMASCEO, CHAIRMAN811479
MACCAGNONE, JEFFERY THOMASPRESIDENT/SECRETARY2077369

Disclosures

Regulatory Event4

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MULTI-BANK SECURITIES, INC.

CRD#: 22098Ft. Lauderdale, FL 33308

TRUST BUT VERIFY

Monitor Callahan Walters

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Charles Andrew Fischer
Charles FischerAdvisorCheck Check Mark
RAYMOND JAMES & ASSOCIATES, INC.
IAR
RR
Boca Raton, FL
JF
John FrickerAdvisorCheck Check Mark
EQUITABLE ADVISORS, LLC
IAR
RR
Ft. Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.