Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Bonin is a financial professional with over 30 years of experience in the financial services industry. Walter is currently registered with Cambridge Investment Research Advisors, Inc. and has previously worked for several other financial institutions including Mutual Service Corporation, AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Walter holds several licenses and designations, including Series 6, 7, 63, 65, and SIE, and is a Certified Financial Planner. Walter is a member of various community organizations and serves on several boards, demonstrating Walter's commitment to the community.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
04/16/2013 - Present
Cambridge Investment Research Advisors, Inc. (MARLBOROUGH MA)
MA
07/15/2005 - 06/18/2009
MUTUAL SERVICE CORPORATION (MARLBOROUGH MA)
NY
09/01/1993 - 07/22/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
09/01/1993 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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