Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Floreid? Claim Your ProfileFloreid Walker is a financial professional with over 35 years of experience in the industry. Floreid is currently registered with Cambridge Investment Research Advisors, Inc. Floreid has held previous registrations with SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., and WADDELL & REED, INC. Floreid holds Series 6, 7, 63 and 66 licenses. Floreid is a Chartered Financial Consultant. Floreid offers a variety of financial services, including financial planning, portfolio management, pension consulting, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OR
04/26/2023 - Present
Cambridge Investment Research Advisors, Inc. (Portland OR)
OR
10/31/2005 - 05/04/2023
SAGEPOINT FINANCIAL, INC. (PORTLAND OR)
AZ
10/29/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
KS
01/06/1988 - 10/30/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 12/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/05/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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