Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Beres Stundick is a financial advisor registered with Edward Jones. Walter has been in the financial services industry since January 31, 2002. Walter is also registered with the state of Texas as an Investment Advisor Representative. Before joining Edward Jones in 2014, Walter was employed by Raymond James Financial Services, Inc. and T. Rowe Price Investment Services, Inc. Walter holds the Series 7, Series 24, and Series 66 licenses. Walter is licensed to sell securities in 21 states. Walter's main office is located in Annapolis, Maryland. Walter's firm, Edward Jones, is headquartered in St. Louis, Missouri, and has over 19,000 financial advisors.
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.
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.
See schedule d - miscellaneous
1
2
MD
01/11/2019 - Present
Edward Jones (ANNAPOLIS MD)
MD
06/25/2013 - 06/25/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (COLUMBIA MD)
MD
03/08/2011 - 06/18/2013
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
MD
10/04/2010 - 10/14/2010
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BALTIMORE MD)
MD
03/22/2010 - 05/25/2010
METLIFE SECURITIES INC. (BALTIMORE MD)
MD
12/01/2005 - 05/29/2009
LEGG MASON INVESTOR SERVICES, LLC (BALTIMORE MD)
MD
06/12/2000 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 03/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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