Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Schaefer has been in the financial services industry since August 2001. Walter is a registered representative with MML Investors Services, LLC. Walter is licensed to provide securities and investment advisory services in Indiana and Texas. Walter has passed the Series 7, Series 63, Series 66 and Series 26 exams. Walter has experience in a variety of financial services, including investment advisory services, financial planning, pension consulting, and asset allocation programs.
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.
Asset allocation programs
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.
Solicitors fees
1
2
IN
04/13/2021 - Present
MML Investors Services, LLC (Indianapolis IN)
MN
08/29/2002 - 08/31/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MO
08/03/2001 - 08/23/2002
FFP SECURITIES, INC. (CHESTERFIELD MO)
BOTH
Issued 08/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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