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Robert Edward Walter

Pacific Select Distributors, LLC

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About Robert Edward Walter

Robert Edward Walter has been in the financial services industry since July 18, 1997. Currently, Robert is registered with Pacific Select Distributors, LLC in Newport Beach, CA. Robert previously worked for several other firms including Jackson National Life Distributors LLC, Securities Management & Research, Inc., Dime Securities, Inc., Citicorp Investment Services, First Union Brokerage Services, Inc., Funds Distributor, Inc., Lord, Abbett & Co., and Eaton Vance Distributors, Inc.. Robert holds the following licenses and registrations: Series 63, Series 65, Series 7 and the SIE Exam.

Firm Information

Robert Walter is currently registered with Pacific Select Distributors, LLC. Pacific Select Distributors, LLC is a Limited Liability Company formed in 2015 and is registered to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

490

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.

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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Robert Walter’s Registration & Firm History

CA

09/26/2016 - Present

Pacific Select Distributors, LLC (NEWPORT BEACH CA)

CO

01/27/2005 - 08/23/2016

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

IA

06/28/2001 - 02/24/2004

SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)

NY

12/23/1999 - 03/01/2001

DIME SECURITIES, INC. (BROOKLYN NY)

NY

02/19/1999 - 12/22/1999

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NC

05/06/1998 - 02/09/1999

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

ME

07/10/1997 - 03/06/1998

FUNDS DISTRIBUTOR, INC. (PORTLAND ME)

NJ

02/01/1993 - 12/03/1993

LORD, ABBETT & CO. (JERSEY CITY NJ)

MA

05/15/1992 - 01/11/1993

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 05/10/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/11/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Edward Walter. Review regulatory record here.
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