Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Patrick Montaigne is a financial professional with over 20 years of experience in the industry. Walter is currently registered with Bessemer Investor Services, Inc. Previously, Walter has held positions at Credit Suisse Asset Management Securities, Inc. and Donaldson, Lufkin & Jenrette Securities Corporation. Walter is a licensed Series 7 and Series 63 representative and holds the SIE designation.
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.
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.
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2
NY
05/15/2001 - Present
Bessemer Investor Services, Inc. (NEW YORK NY)
NY
01/01/2001 - 03/08/2001
CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC. (NEW YORK NY)
NJ
03/14/2000 - 01/01/2001
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
12/10/1996 - 03/01/2000
BESSEMER INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 05/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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