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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Jason Walter is an investment advisor representative with Benjamin F. Edwards & Company, Inc. Edward has been in the industry since 1998 and has a long history of experience with a variety of firms including U.S. Bancorp Investments, Inc. and Edward Jones. Edward holds multiple licenses, including Series 7, 9, 10, 24, 63 and 66. Edward is a Certified Financial Planner and specializes in working with individuals, corporations, charitable organizations, and pension plans. Edward focuses on financial planning, portfolio management, and selection of other advisers.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MO
02/28/2022 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
MO
09/23/2014 - 01/14/2022
U.S. BANCORP INVESTMENTS, INC. (SAINT LOUIS MO)
MO
09/02/2014 - 09/12/2014
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
CO
03/25/1998 - 06/25/2013
EDWARD JONES (FT MORGAN CO)
BOTH
Issued 01/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2023
Series 4 - Registered Options Principal Examination
BC
Issued 08/13/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/14/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/10/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/09/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/12/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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