Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Mathew Bokovitz is a financial advisor with over 30 years of experience in the industry. Walter is currently registered with Raymond James & Associates, Inc. in Edina, MN. Walter has previously worked for other well-known financial firms including ROBERT W. BAIRD & CO. INCORPORATED and Northwestern Mutual Investment Services, LLC. Walter holds Series 7, 63, and 65 licenses and has experience in providing a wide range of financial services including portfolio management, financial planning, and educational seminars.
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.
Please see note in schedule d - miscellaneous
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.
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2
MN
11/10/2021 - Present
Raymond James & Associates, Inc. (EDINA MN)
MN
01/16/2002 - 04/01/2009
ROBERT W. BAIRD & CO. INCORPORATED (EDINA MN)
WI
01/01/2002 - 01/16/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
11/30/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MN
01/01/2001 - 11/30/2001
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
MN
01/18/1993 - 01/01/2001
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
IA
Issued 08/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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