Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Casanas is a registered investment advisor representative with State Farm Investment Management Corp. Walter has been in the industry for 1 year and has passed the Series 63, Series 65, Series 6TO and SIE exams. Walter is licensed in New Jersey and Pennsylvania. Walter specializes in providing portfolio management for individuals and 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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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NJ
09/09/2024 - Present
State Farm Investment Management Corp. (Hillsborough NJ)
IA
Issued 01/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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