Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge William Walker is a financial advisor with Cornerstone Wealth Management, LLC. George has been in the financial services industry since 1981. George is a Certified Financial Planner and holds the Series 7, Series 15, Series 63, and Series 66 securities licenses. Prior to joining Cornerstone Wealth Management, LLC, George worked at Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. George provides financial planning and asset management services to individuals, families, businesses, and charitable organizations. George also provides investment management and research subscription licensing services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Lpl sponsored advisory programs; investment management & research subscription licensing
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.
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2
MO
08/27/2012 - Present
Cornerstone Wealth Management, LLC (DES PERES MO)
MO
01/01/2008 - 07/31/2012
WELLS FARGO ADVISORS, LLC (CLAYTON MO)
MO
11/17/1981 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CLAYTON MO)
BOTH
Issued 08/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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