Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Charles Theado is a financial advisor with J.p. Morgan Institutional Investments Inc. Walter has been in the industry since 2011 and has been registered with J.p. Morgan Institutional Investments Inc. since 2012. Prior to joining J.p. Morgan Institutional Investments Inc. Walter was with Morgan Stanley & Co., Incorporated and Morgan Stanley DW Inc.. Walter is licensed to sell securities in all 50 states. Walter holds Series 3, 7, 63, and 66 licenses.
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.
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.
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2
OH
02/03/2012 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
OH
04/02/2007 - 03/05/2008
MORGAN STANLEY & CO., INCORPORATED (NEW ALBANY OH)
OH
03/12/2007 - 04/02/2007
MORGAN STANLEY DW INC. (NEW ALBANY OH)
BC
Issued 02/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2016
Series 3 - National Commodity Futures Examination
BC
Issued 02/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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