Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linsi? Claim Your ProfileLinsi Walker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Dallas, TX. Linsi Walker has been in the industry since 2013 and has a Series 66 license, and Series 7 and SIE certifications. She provides financial planning, investment management and hourly & fixed rate consultations. Linsi Walker is also a licensed life agent. Linsi Walker has worked with a number of firms including Raymond James & Associates, Inc., Morgan Stanley, Lincoln Financial Securities Corporation and Southwest Securities, 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
09/21/2020 - Present
Raymond James Financial Services Advisors, Inc. (Dallas TX)
TX
03/06/2018 - 08/08/2019
LINCOLN FINANCIAL SECURITIES CORPORATION (BEAUMONT TX)
TX
10/04/2016 - 02/05/2018
MORGAN STANLEY (BEAUMONT TX)
TX
11/01/2013 - 06/30/2016
RAYMOND JAMES & ASSOCIATES, INC. (DALLAS TX)
TX
05/21/2013 - 10/30/2013
SOUTHWEST SECURITIES, INC. (DALLAS TX)
BOTH
Issued 09/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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