Unclaimed
Nardis Walker is a registered investment advisor representative with Fisher Investments. Nardis has been in the industry for over 7 years. Nardis has Series 7 and Series 66 licenses. Nardis has experience working at Charles Schwab & Co., Inc. and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Nardis is also a manager for Sapphire Property Ventures.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
10/10/2023 - Present
Fisher Investments (PLANO TX)
TX
10/25/2021 - 10/05/2023
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
07/25/2016 - 08/20/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Lewisville TX)
BOTH
Issued 08/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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