Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Bak is a financial advisor with over 30 years of experience in the financial services industry. Walter Bak is a registered Investment Advisor Representative with Ae Wealth Management, LLC. Walter Bak provides financial planning, pension consulting, and portfolio management services to individuals, families, and businesses. Walter Bak is also licensed to sell insurance. Walter Bak's practice focuses on helping clients achieve their financial goals through personalized financial planning and investment management strategies.
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.
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.
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MA
10/23/2018 - Present
AE Wealth Management, LLC (Northampton MA)
IA
Issued 03/01/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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