Walter Zinych (CRD# 4124782) is an Investment Advisor Representative working at First Trust Advisors LP in Yardley, PA and has over 21 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Trust Advisors LP | Wheaton, IL | Jan 2019 - Current | 5 |
| First Trust Portfolios LP | Wheaton, IL | Jan 2019 - Current | 5 |
| Pacific Select Distributors | Newport Beach, CA | May 2008 - Jan 2019 | 10 |
| Pacific Life | Newport Beach, CA | Apr 2008 - Jan 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- IL
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Total Assets Under Management210,879MILLIONS
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Total Number of Accounts2,926ACCOUNTS
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Average Account Value$72,070,745
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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