Unclaimed
Matthew Walker is an investment advisor representative registered with PFS Investments Inc. Matthew Walker is a registered investment advisor representative in Nebraska and Kansas. Matthew Walker has been in the securities industry since October 27, 2020 and has been employed by PFS Investments Inc. since August 2019. Matthew Walker specializes in financial planning services for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NE
01/04/2023 - Present
PFS Investments Inc. (LINCOLN NE)
IA
Issued 12/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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