Unclaimed
Brian Walker is a financial advisor at PFS Investments Inc. with over 25 years of experience in the industry. Brian holds the Series 6, 63, 65 and 26 licenses. Brian has a proven track record of providing personalized financial advice and guidance to clients. Brian has been registered with the Securities and Exchange Commission since 2013. He specializes in working with individuals, corporations and charitable organizations to provide financial planning services. Brian is dedicated to helping clients achieve their financial goals. Brian is a registered representative of PFS Investments Inc. and a licensed insurance agent for Primerica Financial Services. He is a member of the National Association of Insurance and Financial Advisors (NAIFA).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
FL
12/09/2013 - Present
PFS Investments Inc. (TAMPA FL)
IA
Issued 10/03/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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