Unclaimed
Walter Liptak is a securities professional with over 20 years of experience in the financial services industry. Walter is currently registered with Seaport Global Securities LLC, a broker-dealer, and is active in the securities industry across the country. Walter has worked at a number of firms in their career, including Barrington Research Associates, Inc. and McDonald Investments Inc. Walter holds the Series 7, Series 24, Series 63, Series 86, and Series 87 licenses.
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.
1
2
IL
01/22/2020 - Present
Seaport Global Securities LLC (CHICAGO IL)
IL
09/29/2014 - 12/31/2019
SEAPORT GLOBAL SECURITIES LLC (CHICAGO IL)
IL
02/05/2013 - 09/29/2014
GLOBAL HUNTER SECURITIES, LLC (CHICAGO IL)
IL
05/03/2006 - 02/12/2013
BARRINGTON RESEARCH ASSOCIATES, INC. (CHICAGO IL)
OH
09/25/1998 - 04/20/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BC
Issued 01/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/18/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Walter Liptak is the right advisor for you? Invested Better is here to help.