Unclaimed
Walter J Gondeck is a financial advisor with over 18 years of experience in the industry. Walter is currently registered with Hightower Advisors, LLC and is a registered representative with FINRA. He is also a registered investment advisor in Florida and Illinois. Walter has a broad range of experience in the financial services industry, including previous roles at Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Morgan Stanley & Co. Incorporated. He is dedicated to providing personalized financial advice to individuals and families. Walter holds several professional licenses and designations, including the Series 7, Series 31, and Series 66. Walter J. Gondeck provides services to individuals, families, corporations, charitable organizations, and pension plans.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
FL
07/13/2012 - Present
Hightower Advisors, LLC (Boca Raton FL)
IL
06/01/2009 - 07/17/2012
MORGAN STANLEY SMITH BARNEY (DEERFIELD IL)
IL
07/07/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DEERFIELD IL)
IL
04/02/2007 - 07/11/2008
MORGAN STANLEY & CO. INCORPORATED (WINNETKA IL)
IL
02/27/2004 - 04/02/2007
MORGAN STANLEY DW INC. (WINNETKA IL)
BOTH
Issued 03/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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