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WM

Walter Morkowchuk

VALLEY NATIONAL INVESTMENTS
Bethlehem, PA 18017
Some features on this profile are disabled
CRD#: 3018123
WM

Professional summary

Walter Morkowchuk is a registered financial professional currently at VALLEY NATIONAL INVESTMENTS, INC. located in Bethlehem, Pennsylvania.

Walter is registered as a RR (Registered Representative) and started their career in finance in 1998. Walter has worked at 1 firm and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Walter Morkowchuk's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 14, 1998 - Present

VALLEY NATIONAL INVESTMENTS, INC.

Office #1: 1655 Valley Center Parkway Suite 100, Bethlehem, PA 18017
BD
CRD#: 16715
Bethlehem, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Pennsylvania
(5/14/1998)
RR
Texas
(8/29/2018)

Exams

State Security Law Exam
RR
Series 63
Date: 5/13/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/7/1998
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

VN
VALLEY NATIONAL INVESTMENTS, INC.
VALLEY NATIONAL INVESTMENTS, INC.

CRD#: 16715 / SEC#: , 8-34427

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
1655 Valley Center Parkway Suite 100, Bethlehem, PA 18017
Mailing Address
1655 Valley Center Parkway Suite 100, Bethlehem, PA 18017
Phone number
(610) 868-9000
Established
Pennsylvania since 06/10/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
RIDDLE, THOMAS MERLESROP, CROP, MP1335487
ALMACK, DEBRA JANEFINOP7404585
PETROZELLI, MATTHEW ECEO, CCO4720275
STETTNER, FRANK JOHN IIIVICE PRESIDENT2167432

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VALLEY NATIONAL INVESTMENTS, INC.

CRD#: 16715Bethlehem, PA 18017

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