Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter E. Storm is a financial professional with over 40 years of experience in the industry. Walter is currently registered with Stonex Advisors Inc. and has previously been registered with First Investors Corporation. Walter is also a registered Investment Advisor Representative in Georgia. Walter is a Series 6, 7, 63, and 66 licensed professional, and also holds the Series SIE designation. In addition to his role at Stonex Advisors Inc., Walter is also the CFO of Walter E. Storm & Associates, Inc., a financial services company.
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.
Financial consulting services
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
AL
01/05/2021 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
NJ
10/21/1980 - 06/14/1991
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 12/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1991
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Walter Storm is the right advisor for you? Invested Better is here to help.
