Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Meyers is a financial professional registered with Osaic Wealth, Inc. and is a Registered Representative and Investment Advisor Representative in Illinois. Walter's career spans over twenty years in the financial services industry, having previously been registered with Woodbury Financial Services, Inc., LPL Financial LLC, Fifth Third Securities, Inc., A.G. Edwards & Sons, Inc. and Morgan Stanley DW Inc. Walter has worked in various roles including Wealth Advisor and President of the River Bend HOA.
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.
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.
1
2
IL
01/19/2024 - Present
Osaic Wealth, Inc. (BOILINGBROOK IL)
IL
07/09/2013 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BOILINGBROOK IL)
IL
11/30/2009 - 07/09/2013
LPL FINANCIAL LLC (BOLINGBROOK IL)
IL
03/17/2006 - 10/20/2009
FIFTH THIRD SECURITIES, INC. (CLARENDON HILLS IL)
MO
05/20/2003 - 02/27/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
08/03/2000 - 05/06/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 08/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Walter Meyers is the right advisor for you? Invested Better is here to help.
