Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Walker is a financial advisor with On Investment Management Co. Robert has been in the financial services industry since 1992. Robert is licensed to provide advisory services in California and Indiana. He has a Series 6, 7, 22, 24, 63, 65 and SIE. Robert holds the Chartered Financial Consultant designation. Robert offers a range of advisory services, including financial planning, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
CA
02/16/2018 - Present
ON Investment Management Co. (THOUSAND OAKS CA)
CA
10/06/2003 - 05/09/2012
MML INVESTORS SERVICES, LLC (WESTLAKE VILLAGE CA)
MA
04/03/1996 - 10/02/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
07/16/1992 - 04/08/1994
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
07/02/1986 - 03/28/1989
CIGNA SECURITIES, INC.
NA
06/27/1986 - 07/09/1986
PENN MUTUAL EQUITY SERVICES, INC.
IA
Issued 11/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/02/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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