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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Gregory Rodiger is a financial advisor with Equitable Advisors, LLC. Walter has been in the financial services industry since 1982. Walter is registered with the state of California, Colorado, Connecticut, Florida, Indiana, Maine, Maryland, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and Wyoming. Walter is also registered with FINRA and the state of California as an Investment Advisor Representative. Walter holds Series 7, 6, 22, 63, and 66 licenses. Walter is a Certified Financial Planner. Walter is a member of the Wilton Historical Society Investment Committee. Walter is also a member of the Wilton Congregational Church Investment Committee. Walter has a wide range of experience in the financial services industry, including portfolio management, financial planning, and investment advisory services.
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
CT
01/29/2018 - Present
Equitable Advisors, LLC (WESTPORT CT)
NY
06/26/1984 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
05/02/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NA
08/30/1982 - 06/15/1984
FIRST INVESTORS CORPORATION
BOTH
Issued 09/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/27/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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