Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Gartner is an investment advisor representative with Cetera Investment Advisers LLC. Walter has been in the industry since 2001 and has experience in providing financial planning, pension consulting, and portfolio management services. Walter is registered with the Securities and Exchange Commission (SEC) and holds Series 6, Series 63, and Series 65 licenses. Walter also holds the Securities Industry Essentials (SIE) exam. Walter is dedicated to providing clients with personalized financial advice and helping them achieve their financial goals. Walter is committed to providing clients with the highest level of service and expertise.
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.
1
2
NY
11/20/2007 - Present
Cetera Investment Advisers LLC (BRONX NY)
IA
Issued 12/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Walter Gartner is the right advisor for you? Invested Better is here to help.
