Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Walker is a financial advisor with over 27 years of experience in the financial services industry. He has a broad range of experience and holds registrations in several states. Todd is currently registered with Centaurus Financial, Inc. and specializes in financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals. Prior to Centaurus Financial, Inc., Todd worked at several firms including Leonard & Company, First of Michigan Corporation, Locust Street Securities, Inc., and Dean Witter Reynolds Inc. Todd is committed to providing his clients with personalized financial advice and guidance to help them achieve 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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2
CO
10/03/2024 - Present
Centaurus Financial, Inc. (CENTENNIAL CO)
MI
02/24/1997 - 01/12/2005
LEONARD & COMPANY (TROY MI)
MI
05/17/1996 - 02/20/1997
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
IA
01/04/1996 - 06/13/1996
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
11/28/1994 - 01/17/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 11/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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