Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Jay Golczewski is a financial professional with over 20 years of experience in the industry. Walter has been registered with Cetera Investment Advisers LLC since August 2016 and previously held positions at C.J.M. PLANNING CORP. and H.D. VEST INVESTMENT SECURITIES, INC. Walter is licensed in multiple states and has a broad range of experience in financial planning, portfolio management, and insurance. He is committed to providing clients with personalized financial guidance to help them achieve their financial goals.
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.
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2
NJ
08/30/2016 - Present
Cetera Investment Advisers LLC (WAYNE NJ)
NJ
06/29/2000 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
TX
07/13/1999 - 06/12/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 08/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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