Unclaimed
Robert Cheyenne Walker is a financial advisor with over 40 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc. in Kentucky and has previously worked at Woodbury Financial Services, Inc. and Questar Capital Corporation. Robert holds several licenses including Series 6, 22, 24, 52 and 63 licenses as well as the SIE. Robert also provides services for fixed Insurance products and LTC insurance, preparing and filing tax returns, and property management.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
KY
01/19/2024 - Present
Osaic Wealth, Inc. (FLORENCE KY)
KY
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (FLORENCE KY)
KY
06/07/1999 - 03/01/2019
QUESTAR CAPITAL CORPORATION (FLORENCE KY)
AZ
09/16/1997 - 05/26/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
DE
01/10/1996 - 09/08/1997
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
FL
06/24/1988 - 12/05/1995
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NA
05/11/1981 - 07/09/1988
CHUBB SECURITIES CORPORATION
BC
Issued 06/11/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1996
Series 52 - Municipal Securities Representative Examination
BC
Issued 02/21/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/26/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/07/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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