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Walter H
Series 63, Series 66
Ithaca, NY
SPC
Walter Hails Jr. is a financial advisor with SPC based in Ithaca, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Parkland Securities, Sigma Financial Corporation, Morgan Stanley, Charles Schwab, and Invictus Wealth Management. He serves as a board member for The RHO Foundation and as vice president of the Sigma Pi Phi/Zeta Zeta Boule chapter in Syracuse, NY. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary strategies supported by a network of over 460 advisers and approximately $5.66 billion in assets under management.
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