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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Camas is a registered investment advisor with Morgan Stanley. Walter has been in the industry since 1994 and holds the Series 7, 24, 26, 31 and 63 licenses. He also holds the Series 65 and the SIE licenses. Walter has previously worked at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., BANC OF AMERICA INVESTMENT SERVICES, INC., and QUICK & REILLY, INC.. He currently works for Morgan Stanley in Purchase, New York and is registered in Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Illinois, Maryland, Massachusetts, New Jersey, New York, North Carolina, South Carolina, Texas, Virginia, Washington and West Virginia. Walter provides asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals and portfolio management for investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
03/06/2023 - Present
Morgan Stanley (Purchase NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
04/29/2005 - 04/02/2007
MORGAN STANLEY DW INC. (WHITE PLAINS NY)
MA
10/20/2004 - 05/06/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
09/29/1994 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
IA
Issued 01/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2002
Series 24 - General Securities Principal Examination
BC
Issued 04/01/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/28/1994
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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