Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Marcel Gundlach is a financial advisor based in New Orleans, LA. Walter has been in the financial services industry since 1990. Walter is currently registered with Newedge Advisors. Walter previously worked at J.P. MORGAN SECURITIES LLC, J.P. MORGAN SECURITIES INC., BANC ONE SECURITIES CORPORATION, HIBERNIA INVESTMENTS, L.L.C., CNA INVESTOR SERVICES, INC., and SCHARFF & JONES, INC. Walter holds the Series 63, Series 66, Series 7, and SIE licenses.
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.
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
LA
09/19/2019 - Present
Newedge Advisors (New Orleans LA)
LA
10/01/2008 - 11/03/2016
J.P. MORGAN SECURITIES LLC (NEW ORLEANS LA)
LA
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW ORLEANS LA)
LA
07/30/2002 - 07/01/2006
BANC ONE SECURITIES CORPORATION (NEW ORLEANS LA)
LA
01/26/1993 - 06/19/2001
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
NY
02/25/1991 - 03/10/1992
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
NA
09/26/1986 - 08/21/1989
SCHARFF & JONES, INC.
BOTH
Issued 08/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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