Unclaimed
Matthew Christopher Walker is an active Investment Advisor Representative with Eagle Strategies LLC based in Saddle Brook, NJ. He is registered with the state of New Jersey and has been in the financial industry since June 30, 2001. Previously, Matthew Christopher Walker was registered with MML Investors Services, LLC, Northwestern Mutual Investment Services, LLC, Assent LLC, Andover Brokerage, L.L.C., and Lexit Capital, LLC. Matthew Christopher Walker has passed the Series 63, Series 65, Series 7, Series 26, and Series 55 exams, as well as the SIE exam.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
10/29/2019 - Present
Eagle Strategies LLC (SADDLE BROOK NJ)
NJ
01/19/2017 - 07/11/2018
MML INVESTORS SERVICES, LLC (SADDLE BROOK NJ)
NY
06/19/2009 - 01/03/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
NJ
03/03/2003 - 04/01/2009
ASSENT LLC (PARSIPPANY NJ)
NY
11/06/2001 - 03/03/2003
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
NJ
11/10/2000 - 10/09/2001
LEXIT CAPITAL, LLC (HOBOKEN NJ)
IA
Issued 5/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/23/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 7/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/1/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 8/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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