Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Craig Walters

Marshalltown,IA

Summary

Accomplished Financial Advisor with 40 plus years of experience buying and selling securities and commodities in investment and trading firms. Demonstrated talent for providing financial services to wide range of clients by studying market conditions to advise on investment decisions. Poised and highly knowledgeable with talent for maintaining friendly demeanor and explaining details when advising clients.

Overview

39
39
years of professional experience
1
1
Certification

Work History

Associated Person Futures

ADM Investor Services-RH Investments
Ankeny, Iowa
06.2006 - 12.2018

Made specific recommendations both hedging and speculation in all Futures markets.

Associated Person Futures & Stocks

BDF Investments
Jonston, Iowa
04.2002 - 06.2006
  • Reviewed and executed confidential documents, contracts and disclosures.
  • Established positive flow of communication with agents, clients, attorneys and personnel involved in closing transactions.
  • Developed new business and managed new and existing clients.
  • Educated clients looking to sell or buy on current market conditions, legal requirements, pricing and mortgages.
  • Discussed financial options with clients and provided informed suggestions.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.

Associated Person Futures & Stocks

PaineWebber
Des Moines, IA
04.1995 - 09.1998
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Discussed financial options with clients and provided informed suggestions.
  • Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.

Associated Person Futures & SEcurities

Stifel Nicolaus
West Des Moines, Iowa
01.1992 - 05.1995
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Discussed financial options with clients and provided informed suggestions.

Associated Person Futures & Stocks

PaineWebber
Des Moines, Iowa
04.1984 - 11.1989
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Discussed financial options with clients and provided informed suggestions.

Associated Person Futures & Stocks

Merrill Lynch
Des Moines, Iowa
04.1982 - 04.1984
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Discussed financial options with clients and provided informed suggestions.

Associated Person Futures & Stocks

Shearson Lamson
Des Moines, IA
05.1978 - 04.1982
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Discussed financial options with clients and provided informed suggestions.

Wholesale Grocery Buyer

Associated Grocers Of Iowa
Des Moines, IA
06.1973 - 04.1977
  • Placed orders for merchandise consistent with quality, quantity and other specification requirements.
  • Communicated with suppliers to negotiate best pricing on apparel and accessories.
  • Interacted with vendors, store managers and other stakeholders to maintain on-time deliveries.
  • Sourced new vendors in effort to boost range of products offered in store locations while reducing costs through strategic contract negotiations.

Education

No Degree - Business Economics

Iowa Valley Community College - Marshalltown Community College
Marshalltown, IA

Skills

  • Market Trend Analysis
  • Price Analysis
  • Self-motivated professional
  • Trading Strategization

Accomplishments

Merrill Lynch Presidents Club, PaineWebber Presidents Club

Certification

  • Licensed Asociated Person

Timeline

Associated Person Futures

ADM Investor Services-RH Investments
06.2006 - 12.2018

Associated Person Futures & Stocks

BDF Investments
04.2002 - 06.2006

Associated Person Futures & Stocks

PaineWebber
04.1995 - 09.1998

Associated Person Futures & SEcurities

Stifel Nicolaus
01.1992 - 05.1995

Associated Person Futures & Stocks

PaineWebber
04.1984 - 11.1989

Associated Person Futures & Stocks

Merrill Lynch
04.1982 - 04.1984

Associated Person Futures & Stocks

Shearson Lamson
05.1978 - 04.1982

Wholesale Grocery Buyer

Associated Grocers Of Iowa
06.1973 - 04.1977

No Degree - Business Economics

Iowa Valley Community College - Marshalltown Community College
Craig Walters
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