Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Corey Walker is a financial advisor with over 10 years of experience in the financial services industry. John is currently registered with CWA Asset Management Group in Jacksonville, FL. John has a strong track record of providing financial planning and investment management services to a variety of clients, including individuals, families, businesses, and charitable organizations. Previously, John was registered with Fidelity Brokerage Services LLC. John holds the Series 63, Series 66, Series 7, Series 9, and Series 10 licenses as well as the SIE exam and is also a Certified Financial Planner.
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.
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
FL
01/14/2019 - Present
CWA Asset Management Group (Jacksonville FL)
FL
03/02/2007 - 10/17/2018
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 11/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/12/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure John Walker is the right advisor for you? Invested Better is here to help.
