Robert E. Walczak
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert Edward Walczak JR, who also goes by Robert Edward Wallczak Jr, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1994. Robert had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 22, Series 62, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 5, 2003 - February 13, 2019
GRANITE STATE WEALTH MANAGEMENT
December 5, 2003 - December 31, 2023
COMMONWEALTH FINANCIAL NETWORK
September 24, 1998 - December 31, 2023
COMMONWEALTH FINANCIAL NETWORK
May 23, 1996 - September 17, 1998
NATHAN & LEWIS SECURITIES, INC.
March 22, 1994 - May 28, 1996
PFS INVESTMENTS INC.
State Registrations and Notice Filings
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Exams
Series 62
Date: 8/29/2000
Corporate Securities Limited Representative ExaminationCurrent Firm
GRANITE STATE WEALTH MANAGEMENT
CRD#: 123442 / SEC#:
Contact information
Red Flags
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