Unclaimed
Kevin James Walker is a financial professional with over 15 years of experience in the financial services industry. Kevin is currently registered with Archer Investment Corp. and has held previous positions with CETERA ADVISORS LLC and EDWARD JONES. Kevin has a broad range of experience in providing financial advisory services to individuals, businesses, and retirement plans. Kevin is also a licensed insurance agent and can assist clients with their insurance needs.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
IN
06/05/2023 - Present
Archer Investment Corp. (CARMEL IN)
OH
08/15/2014 - 08/31/2017
CETERA ADVISORS LLC (AVON OH)
OH
10/26/2007 - 08/19/2014
EDWARD JONES (WESTLAKE OH)
BOTH
Issued 11/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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