Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Caesar Camas has been in the financial industry for over 28 years and is currently a registered representative at morgan stanley. Walter has a wealth of experience in providing financial advice to individuals, families, and institutions. Walter holds a variety of licenses and certifications, including the Series 7, Series 24, Series 26, Series 31, Series 63, and Series 65. This indicates that Walter has a comprehensive understanding of the financial markets and the regulations that govern them. Walter's previous experience includes positions at Quick & Reilly, Inc., BANC OF AMERICA INVESTMENT SERVICES, INC., Morgan Stanley DW INC., and MORGAN STANLEY & CO. INCORPORATED. This diverse range of experience gives Walter a well-rounded perspective on the financial industry and its challenges. Walter is committed to providing his clients with personalized financial advice that is tailored to their individual needs. He believes in building long-term relationships with his clients based on trust, transparency, and communication.
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
Wealthpenn.comllc (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 1/29/2001
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 4/1/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/23/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 9/28/1994
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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