Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Merrill Walker is a financial advisor registered with Cetera Investment Advisers LLC in LOUISVILLE, TN. Steven has been in the financial industry since 1995 and is a Certified Financial Planner. Steven is also registered with the state of Tennessee as an Investment Advisor Representative (IAR). Prior to joining Cetera Investment Advisers LLC, Steven worked for Investors Capital Corp. and Commonwealth Financial Network. Steven has experience providing financial advice to individuals, corporations, and institutions. He is also a licensed driver for Lyft, Inc., and operates a DBA for Securities business called Granite Capital Wealth Advisors, Inc.
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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TN
03/21/2024 - Present
Cetera Investment Advisers LLC (LOUISVILLE TN)
TN
01/03/2005 - 10/03/2016
INVESTORS CAPITAL CORP. (MARYVILLE TN)
MA
01/02/2003 - 12/31/2004
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NY
06/09/1997 - 12/05/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/24/1996 - 04/29/1997
GRUNTAL & CO., L.L.C. (NEW YORK NY)
IN
03/02/1995 - 10/16/1996
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 07/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 03/01/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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