Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Jezak Jr is a financial professional with over 30 years of experience in the industry. Walter is currently registered with MML Investors Services, LLC. Walter has a strong background in investment advising and has held positions at several firms throughout his career. Walter has been with MML Investors Services, LLC since 2017. Previously, Walter worked at MSI Financial Services, Inc., Princor Financial Services Corporation, Nationwide Securities, LLC, CitiStreet Equities LLC, Scudder Distributors, Inc., Scudder Investor Services, Inc., Putnam Mutual Funds Corp., John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company. Walter has a broad range of experience and is well-equipped to provide financial advice to clients. Walter holds several professional licenses and designations, including Series 7, Series 6, Series 63, and Series 65. Walter has also been recognized as a top performer in the industry.
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
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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 5/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/6/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 8/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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