Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allen Walker is a financial professional with over 35 years of experience in the financial industry. He is currently registered as a Registered Representative with Liberty Capital Investment Corp., where he has been employed since March 2009. Robert has a broad range of experience with multiple firms, including Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., Ameritrade Northwest, Inc., Integrated Resources Equity Corporation and FSC Securities Corporation. He is also licensed to provide insurance products as an additional service to his clients. Robert holds several industry certifications, including the Series 7, Series 63, Series 65, SIE, and Series 99TO exams. He is licensed to provide securities and investment advisory services in several states, including Oregon, Washington, Arizona, California, Florida, Idaho, Nevada, New York, Texas and others.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
04/20/2009 - Present
Liberty Capital Investment Corp. (PORTLAND OR)
OR
01/01/2008 - 03/13/2009
WACHOVIA SECURITIES, LLC (PORTLAND OR)
OR
12/01/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PORTLAND OR)
OR
11/06/1987 - 06/08/2004
AMERITRADE NORTHWEST, INC. (PORTLAND OR)
NA
10/10/1986 - 09/12/1987
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/21/1986 - 10/17/1986
FSC SECURITIES CORPORATION
IA
Issued 04/07/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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