Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott James Walker is a financial advisor with Cuso Financial Services, LP. Scott Walker is a registered investment advisor representative in California. Scott Walker has over 30 years of experience in the financial industry. Scott Walker provides financial planning, pension consulting, and portfolio management services to individuals and businesses. Scott Walker has a strong track record of helping clients reach their financial goals.
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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CA
01/13/2023 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
CA
05/29/2018 - 02/06/2023
WESCOM FINANCIAL SERVICES (Anaheim CA)
CA
11/02/2017 - 07/09/2018
WESTERN INTERNATIONAL SECURITIES, INC. (Westlake Village CA)
CA
04/03/2017 - 06/22/2017
CUSO FINANCIAL SERVICES, L.P. (LOS ANGELES CA)
CA
03/16/2012 - 01/18/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CERRITOS CA)
CA
08/09/2010 - 11/21/2011
TD AMERITRADE, INC. (BEVERLY HILLS CA)
CA
02/12/2007 - 07/27/2009
CUSO FINANCIAL SERVICES, L.P. (HAWTHORNE CA)
CA
01/03/2006 - 02/13/2007
WELLS FARGO INVESTMENTS, LLC (GARDENA CA)
CA
06/23/2005 - 09/14/2005
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
CA
03/21/2005 - 06/17/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
09/23/2003 - 03/04/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
02/05/2003 - 09/12/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
01/29/1999 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
07/09/1998 - 01/11/1999
PACIFIC AMERICAN SECURITIES, LLC (SAN DIEGO CA)
NY
05/16/1990 - 07/09/1998
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NA
09/13/1989 - 12/21/1989
VANTAGE FINANCIAL SERVICES, INC.
NA
06/03/1987 - 07/22/1987
BEAR, STEARNS & CO. INC.
BC
Issued 07/25/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/11/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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