Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Zabud Fletcher is an investment advisor with over 30 years of experience in the financial services industry. Walter is currently registered with Cetera Investment Advisers LLC as a Registered Investment Advisor (RIA) and has previously worked with firms such as Summit Brokerage Services, Inc., J.P. Turner & Company, L.L.C., and Janney Montgomery Scott LLC. Walter is also a Certified Financial Planner (CFP) and has earned the Series 3, 7, 63, and 65 licenses. Walter focuses on providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and other institutions. Walter is passionate about helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/29/2023 - Present
Cetera Investment Advisers LLC (CHERRY HILL NJ)
NJ
06/01/2012 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (CHERRY HILL NJ)
NJ
04/15/2009 - 06/05/2012
J.P. TURNER & COMPANY, L.L.C. (MEDFORD NJ)
PA
07/27/1987 - 04/22/2009
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NA
12/17/1985 - 08/06/1987
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 11/05/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1986
Series 3 - National Commodity Futures Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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