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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter David Jezak jr is a financial advisor registered with MML Investors Services, LLC, based in Salem, NH. Walter has been in the industry since 1993 and has experience in various financial services. Walter is registered with the Securities and Exchange Commission (SEC) and the state of New Hampshire. Walter holds the Series 6, 7, 63 and 65 licenses. Walter provides financial planning, portfolio management for individuals and businesses, and educational seminars. Walter also provides asset allocation programs and selection of other advisors.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NH
03/25/2017 - Present
MML Investors Services, LLC (Salem NH)
NH
08/22/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MANCHESTER NH)
NH
02/11/2010 - 09/05/2014
PRINCOR FINANCIAL SERVICES CORPORATION (SALEM NH)
NH
09/06/2005 - 02/12/2010
NATIONWIDE SECURITIES, LLC (SALEM NH)
NJ
04/16/2004 - 08/16/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
IL
10/19/2001 - 05/01/2003
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NY
02/04/1998 - 10/19/2001
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MA
08/26/1993 - 10/22/1997
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
MA
05/26/1989 - 10/18/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
05/26/1989 - 10/18/1989
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 05/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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