Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Varian is an investment advisor representative at Edelman Financial Engines, with a focus on providing financial planning and portfolio management services. Walter has been in the financial services industry since 2010, having held positions at Morgan Stanley, Credit Suisse Securities (USA) LLC, and Charles Schwab & Co., Inc. His experience includes working with a diverse range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
NY
09/22/2021 - Present
Edelman Financial Engines (NEW YORK NY)
CT
04/16/2019 - 08/23/2021
CHARLES SCHWAB & CO., INC. (Greenwich CT)
NY
07/10/2012 - 04/01/2019
MORGAN STANLEY (PURCHASE NY)
NY
09/06/2010 - 06/15/2012
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
IA
Issued 08/17/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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