Unclaimed
Walter Keith Martin is an investment advisor representative with Invesco Advisers, Inc. Walter has been in the industry since 2000. Walter's current firm is Invesco Advisers, Inc. Walter was previously affiliated with BLACKROCK INVESTMENTS, LLC and FAM DISTRIBUTORS, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
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.
Ia to canadian registered mutual funds; portfolio management for private funds
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.
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.
1
2
NY
08/03/2018 - Present
Invesco Advisers, Inc. (New York NY)
NJ
09/29/2006 - 06/08/2017
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
NY
06/12/2001 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
01/07/2000 - 05/17/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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