Unclaimed
Walter Armand Eife is a registered investment advisor representative with LPL Financial LLC. Walter has been in the industry since 2001 and has a Series 6, 7, 24, 63 and 65 licenses. Walter has worked at a number of firms including Lincoln Financial Advisors Corporation, ING Financial Partners, Inc. and Commerce Capital Markets, Inc. Walter offers a range of services including financial planning, portfolio management for individuals and businesses, and pension consulting. Walter provides services to a range of client types, including individuals, high net worth individuals, businesses, charitable organizations, and retirement plans.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
03/22/2024 - Present
LPL Financial LLC (VOORHEES NJ)
NJ
08/01/2011 - 03/26/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (VOORHEES NJ)
NJ
08/03/2006 - 05/18/2011
ING FINANCIAL PARTNERS, INC. (MT LAUREL NJ)
DE
12/02/2005 - 06/09/2006
INVEST FINANCIAL CORPORATION (WILMINGTON DE)
PA
07/24/2002 - 11/11/2005
COMMERCE CAPITAL MARKETS, INC. (PHILADELPHIA PA)
MD
10/17/1997 - 07/19/1999
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 01/31/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/21/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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