Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony Randall Walker is a financial advisor with Credit Union Investment Services and has been in the industry since 2019. Tony is registered as a both a Registered Representative and Investment Advisor Representative in North Carolina. Tony has passed the Series 63 and 65 exams, as well as the SIE and Series 6TO exams. Tony is available to offer financial advice to individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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NC
10/25/2019 - Present
Credit Union Investment Services (Kings Mountain NC)
IA
Issued 10/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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