Unclaimed
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.
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.
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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2
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)
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
Active
Inactive
F
FINRA
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