Robert J. Walter
Professional summary
Robert Jordan Walter, who also goes by Jordan Walter, is a registered financial professional currently at WESTPORT FINANCIAL SERVICES, L.L.C. located in New York, New York.
Robert is registered as a RR (Registered Representative) and started their career in finance in 2023. Robert has worked at 1 firm and has passed the Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Robert Jordan Walter's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 10, 2023 - Present
WESTPORT FINANCIAL SERVICES, L.L.C.
Office #1: 680 Fifth Avenue 5th Floor, New York, NY 10019State Registrations and Notice Filings
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Exams
Series 6TO
Date: 2/10/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
WESTPORT FINANCIAL SERVICES, L.L.C.
CRD#: 38449 / SEC#: , 8-48204
Contact information
FINRA licenses (46 States and Territories)
Documents
Red Flags
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