Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Waleed Cosmo is an investment advisor representative with LPL Enterprise, LLC. Walter is registered to provide advisory services in Illinois and Texas and has been in the industry since August 1994. Walter is registered with FINRA and is a member of the Series 6, Series 63, Series 65 and SIE. Prior to joining LPL Enterprise, LLC, Walter was employed by MML INVESTORS SERVICES, LLC in Lake Zurich, IL, MSI FINANCIAL SERVICES, INC. in Buffalo Grove, IL, and METROPOLITAN LIFE INSURANCE COMPANY in Arlington Heights, IL. Walter provides consulting and other non-discretionary advisory services, financial planning, educational seminars, portfolio management for individuals, and portfolio management for businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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
IL
11/14/2024 - Present
LPL Enterprise, LLC (ROSEMONT IL)
IL
03/25/2017 - 01/05/2018
MML INVESTORS SERVICES, LLC (Lake Zurich IL)
IL
08/31/1994 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BUFFALO GROVE IL)
IL
08/31/1994 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ARLINGTON HEIGHTS IL)
IA
Issued 07/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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