Unclaimed
Jerome Walker is a financial advisor based in Austin, Texas, currently registered with Kestra Investment Services, LLC. Jerome has been in the industry for a few years and holds the Series 63, Series 7TO, and SIE licenses. Jerome previously worked with Equitable Advisors, LLC.
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.
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.
1
2
TX
06/27/2023 - Present
Kestra Investment Services, LLC (AUSTIN TX)
TX
03/15/2023 - 06/30/2023
EQUITABLE ADVISORS, LLC (AUSTIN TX)
BC
Issued 04/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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