Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter J. Powrozek is a financial professional with over 25 years of experience in the industry. Walter J. Powrozek has a Series 7, Series 63, and Series 66 license. Walter J. Powrozek is currently registered with SPC. Previously, Walter J. Powrozek was registered with Raymond James Financial Services, Inc. and UBS Paine Webber Inc. Walter J. Powrozek is a licensed investment advisor in numerous states. Walter J. Powrozek specializes in providing financial planning services, portfolio management, and pension consulting. Walter J. Powrozek is also a trustee for his own trust and his family's trust. Walter J. Powrozek offers consultation services and is the President and 50% owner of River Oaks Wealth Advisors, LLC.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
07/10/2017 - Present
SPC (NOVI MI)
MI
07/19/2002 - 12/05/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (FARMINGTON HILLS MI)
NJ
08/29/1996 - 07/29/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 03/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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