Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Melcher is a financial advisor at Charles Schwab & CO., Inc. with over 28 years of experience in the financial services industry. Walter has been registered with the firm since August 2022. Prior to joining Charles Schwab & CO., Inc., Walter worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, TRANSAMERICA INVESTORS SECURITIES CORPORATION, TRANSAMERICA CAPITAL, INC., NRP FINANCIAL, INC., ALPS DISTRIBUTORS, INC., FIDELITY BROKERAGE SERVICES LLC, FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC., and MML INVESTORS SERVICES, INC. Walter holds FINRA Series 7, 6, 66, 63, and SIE licenses. Walter is registered to offer securities and investment advisory services in all 50 states.
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
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2
OH
08/30/2022 - Present
Charles Schwab & CO., Inc. (Richfield OH)
IL
01/15/2020 - 06/15/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHICAGO IL)
NY
07/01/2019 - 12/11/2019
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
CO
01/04/2017 - 07/01/2019
TRANSAMERICA CAPITAL, INC. (DENVER CO)
NY
10/10/2016 - 01/04/2017
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
CO
08/24/2009 - 12/24/2009
NRP FINANCIAL, INC. (LONE TREE CO)
CO
10/07/2008 - 07/07/2009
ALPS DISTRIBUTORS, INC. (DENVER CO)
RI
08/01/2006 - 06/25/2008
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
04/21/1997 - 08/04/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
11/04/1993 - 04/01/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 05/31/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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