Unclaimed
Derek Alan Walker is an investment advisor representative with Eagle Strategies LLC, registered with the state of Pennsylvania. Derek has been in the financial industry since December 1997. Derek holds licenses in several states and has passed multiple securities exams including Series 6, 7, 63, and 65. The advisor's previous employment includes John Hancock Distributors, Inc.. Derek is also a limited partner in Delucoba and Gigo, which are investment-related entities that manage coal reserves and royalties. Derek is active in the community and is a representative in the Pennsylvania General Assembly. Derek is also an adjunct faculty member at Penn State Dubois, where he teaches a statistics course.
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.
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
PA
07/25/2019 - Present
Eagle Strategies LLC (BIGLER PA)
MA
11/21/1997 - 03/10/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 07/09/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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