Unclaimed
Steven Walker is a financial professional with over 5 years of experience in the financial services industry. Steven has a Series 63 and 65 license, and is registered as an Investment Advisor Representative with PFS Investments Inc. Steven is a licensed insurance professional and provides financial advice to individuals and families. Steven is also an owner of Walker's Pine View Farms, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IA
05/02/2017 - Present
PFS Investments Inc. (HIAWATHA IA)
IA
Issued 03/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Walker is the right advisor for you? Invested Better is here to help.