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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Josef Tuer is a financial advisor with over 30 years of experience in the industry. Walter is currently registered with Morgan Stanley, and has been with the firm since August of 2017. Prior to this, Walter worked for Ameriprise Financial Services, Inc. and Wachovia Securities, LLC. Walter has a wide range of experience in the financial industry, and is able to offer a variety of services to clients, including financial planning, portfolio management, and educational seminars. Walter is dedicated to providing personalized financial advice to help his clients reach 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.
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
CA
08/07/2017 - Present
Morgan Stanley (Irvine CA)
CA
10/13/2008 - 08/09/2017
AMERIPRISE FINANCIAL SERVICES, INC. (IRVINE CA)
CA
07/25/2001 - 10/20/2008
WACHOVIA SECURITIES, LLC (NEWPORT BEACH CA)
MO
04/19/1996 - 07/24/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
11/20/1992 - 05/06/1996
SMITH BARNEY INC. (NEW YORK NY)
MA
04/03/1991 - 11/05/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/03/1991 - 11/05/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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