Unclaimed
Walter Brian Girnis is a financial advisor registered with the state of New York. Walter Brian Girnis is currently employed by Faithward Advisors, LLC. Walter Brian Girnis has been a registered advisor since 1996. Walter Brian Girnis has experience working with individuals, businesses, charitable organizations, and pension and profit-sharing plans. Walter Brian Girnis offers a variety of services including financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Consulting 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.
A percentage of the total value of assets under management is charged.
Percentage of net worth/third party advisory fees
1
2
NY
08/21/2024 - Present
Faithward Advisors, LLC (Vestal NY)
NY
08/07/2015 - 08/01/2018
IBN FINANCIAL SERVICES, INC. (Binghamton NY)
NY
03/05/2015 - 08/12/2015
MML INVESTORS SERVICES, LLC (Binghamton NY)
NY
12/03/2012 - 04/07/2014
IBN FINANCIAL SERVICES, INC. (ENDWELL NY)
NY
09/26/2011 - 09/28/2012
METLIFE SECURITIES INC. (JOHNSON CITY NY)
NY
01/24/2011 - 09/22/2011
NATIONWIDE SECURITIES, LLC (NORWICH NY)
NY
12/14/2009 - 12/06/2010
WADDELL & REED, INC. (ALBANY NY)
NY
01/23/2008 - 11/11/2009
QUESTAR CAPITAL CORPORATION (BINGHAMTON NY)
PA
07/18/2005 - 01/25/2008
LPL FINANCIAL CORPORATION (MONTROSE PA)
MO
11/27/2002 - 07/05/2005
EDWARD JONES (ST. LOUIS MO)
NY
12/22/2000 - 11/20/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
01/26/1996 - 09/06/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 08/23/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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