Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter John Murphy is an investment advisor representative associated with Calamos Wealth Management LLC. Walter John Murphy has been in the industry since December 7, 1998. Walter John Murphy has offices located in New York, NY and NAPERVILLE, IL. Walter John Murphy is registered as an investment advisor in both Illinois and New York. Walter John Murphy also has Series 7, Series 9, Series 10, Series 24, Series 63 and Series 65 licenses. Walter John Murphy was previously associated with CHARLES SCHWAB & CO., INC., E*TRADE SECURITIES LLC, MBSC SECURITIES CORPORATION, and UBS FINANCIAL SERVICES INC.
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.
Personalized portfolio management to meet individual financial objectives.
Asset allocation 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.
1
2
NY
02/04/2022 - Present
Calamos Wealth Management LLC (New York NY)
NJ
07/23/2015 - 01/28/2022
CHARLES SCHWAB & CO., INC. (Paramus NJ)
NJ
10/13/2009 - 06/09/2015
E*TRADE SECURITIES LLC (MORRISTOWN NJ)
NY
03/10/2004 - 11/17/2008
MBSC SECURITIES CORPORATION (NEW YORK NY)
NJ
12/01/1997 - 03/11/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 12/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/14/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/28/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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