Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Reed Walker is a financial advisor currently registered with Raymond James Financial Services Advisors, Inc. with offices in Monroe, MI. Walker has over 30 years of experience in the financial services industry. Peter is also the owner of Walker Financial Services Corp, which is a support company based in Monroe, MI, as well as Walker Evans LLC, a rental real estate company also based in Monroe. Peter's professional experience includes previous roles with ROBERT THOMAS SECURITIES, INC and FIRST AFFILIATED SECURITIES, INC.. Walker is licensed to offer financial and investment advice in 28 states and holds licenses in both Broker-Dealer and Investment Adviser roles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MI
09/08/2022 - Present
Raymond James Financial Services Advisors, Inc. (MONROE MI)
FL
02/22/1990 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
CA
11/21/1989 - 02/27/1990
FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)
IA
Issued 03/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/02/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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