Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Wydo is a financial advisor with over 20 years of experience in the industry. Walter is currently registered with Raymond James & Associates, Inc. and has previously worked with WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Walter holds a Series 7 and Series 63 license, as well as a Series 65 license. Walter has a diverse range of specializations and offers financial planning, pension consulting, educational seminars, and portfolio management services. Walter is registered in 29 states and the District of Columbia.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
06/01/2015 - Present
Raymond James & Associates, Inc. (West Hartford CT)
CT
01/01/2008 - 05/08/2015
WELLS FARGO ADVISORS, LLC (FARMINGTON CT)
CT
08/14/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FARMINGTON CT)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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