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 Podgurski is a financial advisor with over 40 years of experience in the industry. Walter has a Series 7, Series 63, and Series 65 license and is registered with FINRA and the state of New Jersey. Walter is currently employed by New Century Financial Group, LLC. Walter is also the owner/statutory agent of Vertias Investment Group LLC. Walter specializes in providing financial planning, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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
12/05/2024 - Present
NEW Century Financial Group, LLC (PRINCETON NJ)
NJ
10/01/1999 - 01/22/2008
WACHOVIA SECURITIES, LLC (LAWRENCEVILLE NJ)
NC
01/15/1997 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
03/14/1988 - 01/08/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
06/19/1987 - 02/18/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
07/03/1984 - 08/12/1985
E. F. HUTTON & COMPANY INC
NA
06/01/1983 - 07/25/1984
PHILIPS, APPEL & WALDEN, INC.
NA
04/13/1981 - 05/25/1983
FIRST JERSEY SECURITIES, INC.
IA
Issued 07/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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