Unclaimed
Walter Zarenko is a financial professional with over five years of experience in the securities industry. Walter is currently registered with Fidelity Brokerage Services LLC, a firm that offers a wide range of financial products and services to individuals and institutions. Before joining Fidelity, Walter was registered with Citizens Securities, Inc. and NYLIFE Securities LLC. Walter's areas of expertise include financial planning, portfolio management for individuals and businesses, and investment advisory services.
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.
1
2
NH
03/10/2022 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
MA
04/30/2018 - 01/07/2022
CITIZENS SECURITIES, INC. (MEDFORD MA)
MA
07/01/2016 - 04/04/2017
NYLIFE SECURITIES LLC (WALTHAM MA)
IA
Issued 11/7/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/1/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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