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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 Thomas Dwyer is a financial advisor registered with Janney Montgomery Scott LLC. Walter has been working in the financial services industry since 1986. Walter is registered with the state of Pennsylvania as both a broker-dealer and an investment advisor. Walter is also registered as an investment advisor with the state of Texas. Walter's office is located at 8101 WASHINGTON LANE, 1ST FLOOR, WYNCOTE, PA 19095-1618. Walter holds several professional licenses, including Series 7, Series 3, Series 63, Series 65, and SIE. Walter's experience in the industry and his wide range of licenses make him a valuable resource for investors seeking financial advice.
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.
Fee plus commission
1
2
PA
02/26/2014 - Present
Janney Montgomery Scott LLC (WYNCOTE PA)
NY
03/19/1986 - 03/05/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1990
Series 3 - National Commodity Futures Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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