Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert S. Walker is a financial advisor with LPL Financial LLC. Robert Walker has been in the financial services industry since August 22, 2001. Robert Walker is registered to provide investment advice in New York and Texas. Robert Walker holds the Series 66, SIE and Series 7 licenses. Robert Walker is also a Certified Financial Planner and Chartered Financial Consultant. Robert Walker specializes in providing financial planning services to individuals, businesses, and retirement plans. Robert Walker also offers consulting services and non-discretionary advisory services. Robert Walker's clients include high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
05/25/2022 - Present
LPL Financial LLC (WEBSTER NY)
NY
09/21/2016 - 11/21/2017
KEY INVESTMENT SERVICES LLC (HENRIETTA NY)
NY
05/15/2012 - 09/21/2016
LPL FINANCIAL LLC (ROCHESTER NY)
NY
01/01/2005 - 05/15/2012
HSBC SECURITIES (USA) INC. (ROCHESTER NY)
NY
06/24/2004 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
07/27/2001 - 06/08/2004
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 08/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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