Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Wright Edler is a financial advisor with Raymond James & Associates, Inc., and has been in the industry since 1990. Walter is a Series 7 and Series 63 registered professional with experience in providing financial planning, portfolio management, and retirement planning services to clients. Walter is passionate about helping people achieve their financial goals and believes in building strong relationships with his clients.
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.
Please see note in schedule d - miscellaneous
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.
1
2
AL
06/17/2024 - Present
Raymond James & Associates, Inc. (MOBILE AL)
MA
01/11/2012 - 04/19/2024
AMUNDI DISTRIBUTOR US, INC. (BOSTON MA)
CA
07/29/1999 - 08/31/2010
DIRECTED SERVICES LLC (RANCHO SANTA MARGARITA CA)
DE
07/11/2000 - 09/06/2000
ING FUNDS DISTRIBUTOR, INC. (WILMINGTON DE)
NC
01/01/1998 - 12/23/1998
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
10/29/1996 - 05/28/1997
LIEBER & COMPANY (WHITE PLAINS NY)
RI
03/30/1992 - 07/31/1996
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NA
04/11/1991 - 03/19/1992
MONARCH SECURITIES, INC.
NA
02/25/1991 - 06/04/1991
MONARCH FINANCIAL SERVICES, INC.
NJ
11/07/1989 - 01/08/1991
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NY
01/01/1990 - 12/31/1990
ADAIR, BRAKOVICH INC. (NEW YORK NY)
NA
08/24/1983 - 03/24/1986
EQUITEC SECURITIES COMPANY
IA
Issued 11/24/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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