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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter S. Schram is a financial advisor with Ameriprise Financial Services, LLC. Walter has been in the financial services industry since 1987. Walter is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Walter's firm specializes in providing financial planning, investment management, and asset allocation services to individuals, families, businesses, and trusts. Walter is dedicated to helping clients achieve their financial goals.
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 services
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.
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2
MI
04/22/2020 - Present
Ameriprise Financial Services, LLC (FARMINGTON HILLS MI)
MI
10/06/2006 - 09/15/2017
UBS FINANCIAL SERVICES INC. (FARMINGTON HILLS MI)
MI
07/31/1993 - 10/16/2006
CITIGROUP GLOBAL MARKETS INC. (FARMINGTON MI)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/24/1987 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 08/18/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1987
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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