Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bernard Walker is a registered representative with Equity Services, Inc. John has been in the securities industry since 1984 and holds Series 7, Series 6, Series 22 and Series 63 licenses. John is also a Chartered Financial Consultant (ChFC). John is registered in Florida, Alabama, Michigan, North Carolina and Texas. John has previous experience with Raymond James Financial Services, Inc. in St. Petersburg, FL. In addition to John's role at Equity Services, Inc., John is also an insurance agent or broker for several insurance companies to sell life, health, annuities, and disability insurance and has a business name of Heritage Financial 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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2
FL
03/02/2005 - Present
Equity Services, Inc. (LONGWOOD FL)
FL
05/27/2003 - 01/26/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
VT
07/19/1984 - 06/03/2003
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 02/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/18/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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