Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Jason Walter is a financial advisor with Prospera Financial Services, Inc. and has been in the industry since June 2007. Brett has over 10 years of experience helping individuals and families achieve their financial goals. He is registered in Texas as an Investment Advisor Representative and holds the Series 7 and Series 66 licenses, as well as the Securities Industry Essentials Examination. Brett has a strong track record of providing customized financial advice tailored to meet the specific needs of each client. He believes in building long-term relationships with his clients based on trust, transparency, and open communication. Brett is committed to helping his clients make informed financial decisions and achieve their financial goals. He is currently affiliated with Prospera Financial Services, Inc. and previously worked with J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. and EDWARD JONES.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
TX
04/20/2015 - Present
Prospera Financial Services, Inc. (Hurst TX)
TX
10/01/2012 - 04/29/2015
J.P. MORGAN SECURITIES LLC (FORT WORTH TX)
TX
09/02/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FT. WORTH TX)
TX
04/17/2007 - 06/30/2010
EDWARD JONES (BEDFORD TX)
BOTH
Issued 07/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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