Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Walker is a financial advisor with Edward Jones in Gainesville, FL. Stephen has been a registered representative since 2022. Stephen is also registered as an investment advisor in Florida and Texas. Stephen has a background in financial services, with previous experience at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A. and Wells Fargo. Stephen has Series 66, 7TO, and SIE licenses and specializes in working with individuals, families, businesses and retirement plan sponsors. Stephen is a licensed and registered financial advisor in many states throughout the United States. Stephen has extensive experience in financial planning and is focused on providing customized financial advice.
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.
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.
See schedule d - miscellaneous
1
2
FL
11/01/2023 - Present
Edward Jones (GAINESVILLE FL)
FL
02/23/2022 - 06/18/2022
J.P. MORGAN SECURITIES LLC (GAINESVILLE FL)
BOTH
Issued 08/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/23/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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