Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Delta? Claim Your ProfileDelta Francine Jones-walker is an investment advisor representative with over 27 years of experience in the financial services industry. Delta is currently registered with Osaic Wealth, Inc. and has previously been registered with Woodbury Financial Services, Inc., AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, Chatfield Dean & Co., Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Delta has a broad range of experience and expertise, offering services such as financial planning, portfolio management, and pension consulting. Delta is committed to providing personalized financial advice to clients, helping them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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
IN
01/19/2024 - Present
Osaic Wealth, Inc. (HIGHLAND IN)
IN
05/25/2010 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (HIGHLAND IN)
TN
11/03/1995 - 02/18/2010
AXA ADVISORS, LLC (FRANKLIN TN)
NY
11/03/1995 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
CO
08/29/1994 - 04/12/1995
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
MN
08/22/1994 - 08/25/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/22/1994 - 08/25/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Delta Jones-walker is the right advisor for you? Invested Better is here to help.
