Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Lee Walker is a financial advisor with over 15 years of experience in the industry. Jerry is currently a Registered Representative with Osaic Wealth, Inc. based in WEATHERFORD, TX. Before joining Osaic Wealth, Inc., Jerry was previously registered with FSC SECURITIES CORPORATION for over 15 years. Jerry holds Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Jerry specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Jerry also holds a CPA license and is a partner in the firm Coburn, Chessher & Walker CPAs, P.C. Jerry's commitment to providing personalized service has earned him a strong reputation among his clients.
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.
A percentage of the total value of assets under management is charged.
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TX
11/03/2023 - Present
Osaic Wealth, Inc. (WEATHERFORD TX)
TX
12/20/2007 - 11/03/2023
FSC SECURITIES CORPORATION (WEATHERFORD TX)
IA
Issued 12/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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