Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Walker is a financial professional with over 30 years of experience in the industry. He has held various roles at prominent financial institutions, including Prudential Insurance Company of America and Associated Securities Corp. Currently, Steve is a Registered Representative with Centaurus Financial, Inc., a firm with a strong reputation for providing comprehensive financial planning and wealth management solutions. Steve focuses on helping individuals and businesses achieve their financial goals, providing tailored guidance and expertise.
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.
1
2
NV
01/08/2018 - Present
Centaurus Financial, Inc. (RENO NV)
CA
05/11/2000 - 11/29/2017
NATIONAL PLANNING CORPORATION (ENCINITAS CA)
MA
01/26/1999 - 05/15/2000
ASSOCIATED SECURITIES CORP. (BOSTON MA)
NJ
11/21/1990 - 11/05/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/21/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 03/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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