Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirsty? Claim Your ProfileKirsty M. Leeson walker is an investment advisor representative with Raymond James & Associates, Inc. Kirsty M. Leeson walker has been in the securities industry for over 25 years. Kirsty M. Leeson walker is registered with FINRA as a Registered Representative (series 7, 31, 63, 65, and SIE) and has a license to practice in the state of Florida. Kirsty M. Leeson walker is a former representative of Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc. Kirsty M. Leeson walker specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Kirsty M. Leeson walker is also registered as an Investment Advisor Representative with Raymond James & Associates, Inc.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
05/18/2017 - Present
Raymond James & Associates, Inc. (ORLANDO FL)
FL
06/30/2006 - 05/18/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
FL
12/10/1996 - 07/10/2006
MORGAN STANLEY DW INC. (ORLANDO FL)
BC
Issued 10/27/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 12/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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