Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Richardson is a financial advisor with CS Planning Corp. Walter has over 20 years of experience in the financial services industry. Walter has a strong background in wealth management and financial planning, and is committed to providing personalized financial advice to individuals and families. Walter is also a Certified Financial Planner (CFP®), which means they are held to a high standard of ethical and professional conduct. Walter is passionate about helping clients achieve their financial goals, and is committed to building long-term relationships with each of their clients.
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.
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.
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2
OR
01/01/2025 - Present
CS Planning Corp. (PORTLAND OR)
NJ
07/29/2019 - 09/11/2023
MORGAN STANLEY (Northfield NJ)
NY
11/15/2017 - 07/30/2019
VANDERBILT SECURITIES, LLC (WOODBURY NY)
CA
08/15/2012 - 07/06/2016
WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)
MI
03/19/2002 - 07/08/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
07/13/2000 - 04/01/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/24/1999 - 06/22/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
FL
05/27/1998 - 12/22/1998
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
CA
01/16/1998 - 03/10/1998
THE BOSTON GROUP (LOS ANGELES CA)
BOTH
Issued 10/17/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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