Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Palmer is a financial advisor at Morgan Stanley. Walter has been in the securities industry since 2009 and holds FINRA Series 7, 31, and 66 licenses. Walter is registered in 20 states including New Jersey, New York and Texas. Walter has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley Smith Barney. Walter's prior registration with Merrill Lynch, Pierce, Fenner & Smith Incorporated ended on 8/21/2017 and with Morgan Stanley Smith Barney on 2/10/2011. Walter is a board member of the Union League Club.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
03/10/2020 - Present
Morgan Stanley (New York NY)
NY
02/03/2011 - 08/21/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/01/2009 - 02/10/2011
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
06/02/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 06/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 06/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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