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John Harold Walter

Park Avenue Securities LLC

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About John Harold Walter

John Harold Walter is a Financial and Operations Principal with Park Avenue Securities LLC, a well-established firm with a strong reputation in the industry. John has been in the financial services industry since 2005, demonstrating a commitment to providing exceptional service to clients. Before joining Park Avenue Securities, John worked at GUARDIAN INVESTOR SERVICES LLC. John holds the Series 27, SIE, and Series 99TO licenses, indicating a broad understanding of financial markets and operations. John is dedicated to serving clients with a focus on financial planning, educational seminars, and selection of other advisors.

Firm Information

John Walter is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Walter’s Registration & Firm History

NY

05/23/2013 - Present

Park Avenue Securities LLC (NEW YORK NY)

NY

07/12/2005 - 03/31/2015

GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/11/2005

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Harold Walter.
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