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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 Burzynski is a financial advisor currently registered with AE Wealth Management, LLC in Troy, Michigan. Walter has been in the financial services industry since 1982, and holds Series 6, 7, 22, 63 and 65 licenses. Previously, Walter was registered with Raymond James Financial Services, Inc. Walter has specializations in retirement planning, life insurance, college savings, tax planning, investment management, long-term care, and estate planning. Walter's primary clientele consists of individuals, high-net-worth individuals, corporations, and pension plans. Walter is a founder and wealth advisor with Burzynski Group Retirement Solutions, 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.
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
MI
08/17/2018 - Present
AE Wealth Management, LLC (Troy MI)
MI
02/20/2004 - 10/20/2006
QUESTAR CAPITAL CORPORATION (TROY MI)
FL
06/18/2002 - 02/24/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
SC
01/04/2001 - 07/12/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MI
03/17/1998 - 12/31/2000
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
OH
01/07/1998 - 03/12/1998
VESTAX SECURITIES CORPORATION (HUDSON OH)
MI
11/29/1996 - 01/01/1998
EQUITAS AMERICA, LLC (FARMINGTON HILLS MI)
FL
12/14/1992 - 11/29/1996
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
MI
04/14/1992 - 11/25/1992
NORTH AMERICAN FINANCIAL GROUP, INC. (WARREN MI)
FL
11/21/1988 - 04/21/1992
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NA
06/06/1988 - 11/11/1988
QUESTOR FINANCIAL SERVICES
NA
03/25/1982 - 06/22/1988
IDS LIFE INSURANCE COMPANY
NA
03/25/1982 - 06/03/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
03/25/1982 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 07/02/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/18/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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