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Natalia A Walker

David Lerner Associates, Inc.

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About Natalia A Walker

Natalia Walker is a financial advisor with David Lerner Associates, Inc. Natalia has been in the financial services industry since February 24, 2007. Natalia is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 26, and Series 63 licenses. Natalia is also registered with the state of New Jersey. Natalia is currently located at the David Lerner Associates, Inc. branch office in Lawrenceville, New Jersey.

Firm Information

Natalia Walker is currently registered with David Lerner Associates, Inc.. David Lerner Associates, Inc. is a Corporation that was formed on November 6, 1975. The firm is registered with the Securities and Exchange Commission (SEC) and is approved in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

100

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Natalia Walker’s Registration & Firm History

NJ

09/29/2009 - Present

David Lerner Associates, Inc. (LAWRENCEVILLE NJ)

NY

02/21/2007 - 09/25/2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/31/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/12/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Natalia A Walker.
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