Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Walter is an investment advisor representative with LPL Financial LLC, a registered investment advisor. Edward has been working in the financial services industry since 1995 and has a broad range of experience. Edward has held previous positions with PROEQUITIES, INC. and DEAN WITTER REYNOLDS INC. Edward is licensed in several states and holds a Series 7, Series 31, Series 63, and Series 65 licenses. He is also a licensed insurance professional. Edward provides a variety of financial services, including investment management, retirement planning, and insurance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
GA
12/21/2007 - Present
LPL Financial LLC (ROSWELL GA)
GA
06/30/1998 - 12/20/2007
PROEQUITIES, INC. (ATLANTA GA)
NY
06/22/1995 - 06/03/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 06/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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