Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Pachniuk is a financial advisor with over 38 years of experience in the financial services industry. Walter is a Certified Financial Planner™ professional and has been with Trustmont Advisory Group, Inc. since 2005. Walter is also the owner of The Advisers Trust, LLC which provides financial and estate planning services. Walter has a strong background in securities and investment advisory services and is registered with the state of Connecticut. He provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. Walter is dedicated to providing clients with personalized advice and customized investment strategies. He focuses on providing financial guidance to high-net-worth individuals and individuals other than high-net-worth.
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.
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
PA
07/08/2008 - Present
Trustmont Advisory Group, Inc. (GREENSBURG PA)
NY
04/09/2001 - 01/06/2005
NUTMEG SECURITIES, LTD. (NEW YORK NY)
FL
08/15/1989 - 04/17/2001
INVESTACORP, INC. (MIAMI FL)
NY
03/01/2001 - 03/07/2001
NUTMEG SECURITIES, LTD. (NEW YORK NY)
NA
11/13/1986 - 08/26/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
06/30/1986 - 10/24/1986
BREAN MURRAY, FOSTER SECURITIES, INC.
NA
06/18/1985 - 08/25/1986
FIRST UNITED FUND,LTD.
NA
06/06/1986 - 07/14/1986
EAST COAST SECURITIES GROUP, INC.
BC
Issued 01/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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