Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert E Walker is an investment advisor representative with Centaurus Financial, Inc. Robert has been in the industry for over 18 years. Robert holds the Series 6, 7TO, 63, and 65 licenses. Robert also holds the SIE exam. Robert has previously worked at Summit Brokerage Services, Inc. and Lincoln Financial Securities Corporation. Robert is registered in Virginia, Florida, and Massachusetts.
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.
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2
VA
03/23/2020 - Present
Centaurus Financial, Inc. (WHITE STONE VA)
VA
05/31/2019 - 02/18/2020
INFINEX INVESTMENTS, INC. (KILMARNOCK VA)
VA
07/02/2015 - 05/15/2019
SUMMIT BROKERAGE SERVICES, INC. (WHITE STONE VA)
VA
12/04/1997 - 08/22/2008
LINCOLN FINANCIAL SECURITIES CORPORATION (WHITE STONE VA)
IA
Issued 02/19/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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