Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Roland Stevenson is a registered representative with Consolidated Portfolio Review Corp. Walter has been in the financial industry since March 11, 2007. Walter has passed the Series 63, Series 66, Series 7 and SIE exams. Walter has been registered with Consolidated Portfolio Review Corp. since September 2024 and with Raymond James & Associates, Inc. since October 2018. Walter has worked for Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association in the past. Consolidated Portfolio Review Corp. is an investment advisor that provides financial planning, portfolio management, and educational seminars to individuals, businesses, and pooled investment vehicles.
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.
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
CA
09/23/2024 - Present
Consolidated Portfolio Review Corp. (Burlingame CA)
CA
06/01/2009 - 10/12/2018
MORGAN STANLEY (SAN FRANCISCO CA)
CA
08/14/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BERKELEY CA)
BOTH
Issued 08/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/17/1990
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Walter Stevenson is the right advisor for you? Invested Better is here to help.
