Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Malcolm? Claim Your ProfileMalcolm Walker is a financial advisor with over 25 years of experience in the industry. Malcolm has a strong background in investment management, financial planning and insurance. Malcolm is currently registered with Commonwealth Financial Network and holds a variety of licenses and designations, including Series 7, 6, 63, and 26. Malcolm has extensive experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Malcolm is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
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
08/30/2016 - Present
Commonwealth Financial Network (Kenneth City FL)
PA
06/21/2016 - 08/31/2016
MSI FINANCIAL SERVICES, INC. (BEAVER PA)
PA
04/01/1997 - 06/16/2016
METLIFE SECURITIES, INC (BEAVER PA)
PA
04/01/1997 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MONACA PA)
BC
Issued 04/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/31/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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