Unclaimed
Walter Peter Klisiwecz is a financial advisor with Private Advisor Group, LLC, and has been in the industry since 1999. Walter has been registered with the firm since 2013, and has experience working with individual investors, corporations and businesses, insurance companies, and charitable organizations. Walter is a Certified Financial Planner and specializes in providing financial planning, investment management, and portfolio management services. Walter also offers other financial services such as solicitation/referral, educational seminars and pension consulting services. Walter Klisiwecz has held a variety of positions in the financial industry, including roles at LPL Financial and WS Griffith Securities. Walter is licensed and registered in a number of states, including New York, Texas, Florida, Delaware, Georgia, Massachusetts, Minnesota, New Jersey, North Carolina, Ohio, Pennsylvania, Virginia, and Wisconsin.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NY
10/25/2013 - Present
Private Advisor Group, LLC (ALBANY NY)
CT
01/13/1999 - 05/27/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BC
Issued 01/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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