Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Gerard Fenner is a financial advisor with Charles Schwab & Co., Inc. based in St. Louis, Missouri. Walter has been in the securities industry since 2022, most recently with TD Ameritrade, Inc., prior to joining Charles Schwab. Walter holds the Series 7TO, Series 63 and the SIE licenses. Walter’s professional experience includes financial planning and providing advice for individual investors. Walter is registered with the state of Missouri and 52 other states and territories.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MO
05/10/2024 - Present
Charles Schwab & CO., Inc. (St Louis MO)
MO
06/10/2022 - 05/10/2024
TD AMERITRADE, INC. (St. Louis MO)
BC
Issued 06/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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