Unclaimed
Robert Kelley Walker has been working in the financial services industry since 1984 and is currently registered with Stonex Securities Inc. in Indiana. Robert has a Series 6 license, a Series 63 license, and the SIE exam. Robert has previous experience working at Quest Capital Strategies, Inc., Woodbury Financial Services, Inc., ProEquities, Inc., Travelers Equities Sales, Inc., Philadelphia Life Asset Planning Company, and Pruco Securities Corporation.
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.
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.
1
2
IN
12/06/2019 - Present
Stonex Securities Inc. (Fort Wayne IN)
CA
11/02/2007 - 12/06/2019
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IN
11/22/1995 - 10/26/2007
WOODBURY FINANCIAL SERVICES, INC. (FORT WAYNE IN)
AL
04/04/1991 - 11/15/1995
PROEQUITIES, INC. (BIRMINGHAM AL)
CA
02/07/1990 - 04/03/1991
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
IN
05/15/1986 - 12/31/1989
PHILADELPHIA LIFE ASSET PLANNING COMPANY (CARMEL IN)
NA
12/06/1984 - 06/05/1986
TRAVELERS EQUITIES SALES, INC.
NA
06/29/1983 - 05/22/1984
PRUCO SECURITIES CORPORATION
BC
Issued 07/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Walker is the right advisor for you? Invested Better is here to help.