Unclaimed
Darryl Edward Walker is a financial professional with over 17 years of experience in the industry. Darryl is currently registered as a Registered Representative and an Investment Advisor Representative with Fidelity Personal And Workplace Advisors. Darryl has a history of working with firms such as Charles Schwab & Co., Inc., TD Ameritrade, Inc., J.P. Morgan Securities LLC, and Thrivent Investment Management Inc. Darryl holds both Series 63 and Series 66 licenses as well as Series 7 and SIE certifications.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MI
08/14/2024 - Present
Fidelity Personal AND Workplace Advisors (FARMINGTON MI)
MI
01/26/2022 - 05/09/2024
CHARLES SCHWAB & CO., INC. (Birmingham MI)
MI
04/11/2019 - 05/09/2024
TD AMERITRADE, INC. (Birmingham MI)
MI
01/04/2016 - 04/12/2019
J.P. MORGAN SECURITIES LLC (MADISON HEIGHTS MI)
MI
08/01/2007 - 12/28/2015
THRIVENT INVESTMENT MANAGEMENT INC. (TROY MI)
MI
09/02/2005 - 12/08/2006
NORTHSTAR FINANCIAL PARTNERS, INC. (BLOOMFIELD HILLS MI)
BOTH
Issued 11/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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