Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Francisco Pardo is a financial advisor registered with Avantax Advisory Services. Walter has been in the financial industry since 1991. Walter is registered to provide investment advisory services in Alaska, Arizona, Arkansas, California, Connecticut, Delaware, Florida, Georgia, Illinois, Kansas, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Vermont and Virginia. He is also registered to sell securities in all of these states, except for New Jersey where he is only registered as an Investment Advisor Representative. Walter has Series 7, Series 63, Series 66, SIE, and 99TO licenses. Walter also provides tax consulting, tax preparation, and retirement planning services through his own business, WFP Tax Partners, LLC. Walter manages his clients' wealth, and he also offers financial planning, retirement planning, risk analysis, tax planning, and legacy planning services through his business, Private Client Group WFP LLC dba Wealth Financial Partners.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NJ
03/27/2023 - Present
Avantax Advisory Services (Liberty Corner NJ)
NJ
12/20/2013 - 03/22/2023
INDEPENDENT FINANCIAL GROUP, LLC (Liberty Corner NJ)
NJ
03/24/2010 - 12/13/2013
FIRST ALLIED SECURITIES, INC. (BASKING RIDGE NJ)
NJ
07/11/2008 - 04/15/2010
R. SEELAUS & CO.,INC. (SUMMIT NJ)
NY
08/08/1991 - 07/15/2008
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 09/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Walter Pardo is the right advisor for you? Invested Better is here to help.
