Licenses

Walter Katz is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 3 Greenway Plaza, Suite 1500, Houston, Texas 77046, 713-402-3800. Walter Katz holds the following:

Designations:

• CERTIFIED FINANCIAL PLANNER (CFP®)
• Accredited Investment Fiduciary (AIF®)
• Retirement Income Certified Planner (RICP®)
• Chartered Financial Consultant (ChFC)
• Chartered Life Underwriter(CLU)
• Certified Long-Term Care Consultant(CLTC)
  

FINRA Registrations - Series 7, Series 63, Series 65

Licenses - Group 1 Insurance License
Degrees - B.A. in Business Administration
Titles - Walter received his Special Care Planner certificate from Massachusetts Mutual
Life Insurance Company's Special Care Planner course. (ChSNC)

California License Information
Name: Walter Everett Katz
Domicile State: Texas
CA Insurance License Number: 0B32009

Walter Katz is licensed to solicit insurance products in: CA, CO, FL, MI, MS, NC, NY, and TX
Walter Katz is licensed to solicit securities in: AL, CA, CO, FL, GA, LA, MD, MN, NJ, NY, NC, OK, PA, TN, TX, UT, and VA