Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Walter is a financial advisor with over 30 years of experience in the industry. Jeffrey is a registered representative of U.S. Bancorp Investments, Inc. and a registered investment advisor in Washington and Texas. Jeffrey is a general securities principal and has a wide range of experience in the industry. Jeffrey has held licenses in all 50 states. In addition to financial planning, Jeffrey also offers portfolio management services for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
03/21/2006 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
OR
05/22/1993 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
WA
06/10/1991 - 08/11/1992
SAFECO SECURITIES, INC. (BELLEVUE WA)
BOTH
Issued 03/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 07/17/2006
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/29/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/17/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1993
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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