Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Greenwald is an investment advisor representative with IC Advisory Services, Inc., with over 30 years of experience in the financial services industry. Walter has held various roles at several firms, including NEXT FINANCIAL GROUP, INC., FFP SECURITIES, INC., and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Walter is licensed to provide financial advice in Colorado, Florida, Georgia, New Jersey, New York, North Carolina, South Carolina, and Tennessee. Walter specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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.
1
2
NC
11/19/2015 - Present
IC Advisory Services, Inc. (GASTONIA NC)
NC
03/07/2003 - 07/20/2010
NEXT FINANCIAL GROUP, INC. (GASTONIA NC)
MO
06/28/1994 - 03/11/2003
FFP SECURITIES, INC. (CHESTERFIELD MO)
MN
02/23/1988 - 06/30/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 10/13/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/14/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/06/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Walter Greenwald is the right advisor for you? Invested Better is here to help.
