Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Christopher Wulf is a financial advisor with over 30 years of experience in the industry. Walter is currently registered with Citigroup Global Markets Inc., and has held previous positions with BANC OF AMERICA INVESTMENT SERVICES, INC., LASALLE FINANCIAL SERVICES, INC., LAUGHLIN GROUP ADVISORS, INC., INVEST FINANCIAL CORPORATION, and KEMPER FINANCIAL SERVICES, INC.. Walter provides investment advisory services for individuals, businesses, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Walter is licensed to provide investment advice in over 30 states.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
03/27/2009 - Present
Citigroup Global Markets Inc. (SCHAUMBURG IL)
IL
10/24/2008 - 03/31/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LAKE FOREST IL)
IL
04/01/1998 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
NE
10/12/1995 - 04/01/1998
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
WI
07/09/1993 - 10/11/1995
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
01/01/1990 - 01/15/1990
KEMPER FINANCIAL SERVICES, INC.
IA
Issued 08/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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