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WM

Walter J. Moore

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CRD#: 836019
WM

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 Joseph Moore, who also goes by Walt Moore, Walter J Moore, was a registered financial professional .

Walter is a previously registered financial professional and started their career in finance in 1977. Walter had worked at 12 firms and has passed the Series 63, Series 7 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Walt Moore | Walter J Moore

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 19, 2008 - December 31, 2010

W. J. MOORE, INVESTMENT ADVISER, LLC

RIA
CRD#: 138426
NATCHITOCHES, LA
Past

March 30, 2000 - December 31, 2012

CROWN CAPITAL SECURITIES, L.P.

BD
CRD#: 6312
NATCHITOCHES, LA
Past

March 31, 1999 - March 31, 2000

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

February 3, 1997 - March 31, 1999

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

February 1, 1996 - December 31, 1996

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

January 18, 1995 - January 30, 1996

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

January 18, 1995 - January 30, 1996

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

February 5, 1993 - January 23, 1995

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496
WELLESLEY HILLS, MA
Past

January 25, 1988 - December 31, 1992

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT
Past

July 25, 1984 - December 21, 1987

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882
Past

September 21, 1979 - July 27, 1984

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
Past

April 11, 1977 - March 8, 1984

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/6/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 4/2/1977
Registered Representative Examination

Current firm


No current employment

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


No current employment

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