Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary J Walker is an investment advisor representative at Steward Partners Investment Advisory, LLC. Gary has been in the industry since 2002 and holds the Series 63, Series 65, Series 7, and Series 31 licenses. Gary is also registered in 27 states and has expertise in financial planning and investment management. Prior to joining Steward Partners Investment Advisory, LLC, Gary worked at Raymond James Financial Services, Inc. and Oppenheimer & Co. Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NH
04/11/2017 - Present
Steward Partners Investment Advisory, LLC (Portsmouth NH)
NH
09/09/2015 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTSMOUTH NH)
NH
05/08/2012 - 09/16/2015
OPPENHEIMER & CO. INC. (PORTSMOUTH NH)
MA
06/01/2009 - 05/29/2012
MORGAN STANLEY SMITH BARNEY (WESTBOROUGH MA)
MA
12/07/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WORCESTER MA)
MA
08/23/2002 - 12/13/2007
CITIGROUP GLOBAL MARKETS INC. (WORCESTER MA)
IA
Issued 11/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/08/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 08/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Walker is the right advisor for you? Invested Better is here to help.
