Walter Jezak JrCRD Number: 1946335
Current Firm: Msi Financial Services, Inc.
Walter Jezak Jr (CRD# 1946335) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Manchester, NH and has over 24 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Signator Investors, Inc.
|Metlife Securites, Inc.||New York, NY||Aug 2014 - Current||3|
|Princor Financial Services||Salem, NH||Feb 2010 - Aug 2014||4|
|Principal Life Insurance||Salem, NH||Feb 2010 - Aug 2014||4|
|Apollo Benefits Group||Salem, NH||Feb 2011 - Aug 2011||< 1|
|Apollo Benefits Group||Windham, NH||Feb 2011 - Aug 2011||< 1|
|Nationwide Securities, Inc.||Salem, NH||Aug 2008 - Jan 2010||1|
|Nationwide Securities||Dublin, OH||Aug 2005 - Jan 2010||4|
|Nationwide Ins||Salem, NH||Aug 2005 - Jan 2010||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1993|
|S65||NASAA Investment Advisors Law Examination||May 2004|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV