Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Versie? Claim Your ProfileVersie Walker is a financial advisor with Fidelity Personal And Workplace Advisors. Versie is registered with the state of Illinois and Texas. Versie has been a financial advisor for over 20 years and has a proven track record of helping clients achieve their financial goals. Versie provides a variety of financial services to her clients, including financial planning, investment management, and retirement planning. Versie has experience working with a variety of clients, including individuals, families, businesses, and non-profit organizations. Versie is committed to providing her clients with personalized financial advice that meets their unique needs.
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.
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
IL
01/18/2023 - Present
Fidelity Personal AND Workplace Advisors (NAPERVILLE IL)
IL
05/03/2022 - 09/26/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IL
03/22/2004 - 04/11/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
03/28/2003 - 03/18/2004
BNY INVESTMENT CENTER INC. (NEW YORK NY)
NC
02/01/2002 - 03/27/2003
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
IA
06/22/1998 - 02/06/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MN
01/30/1997 - 06/19/1998
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
NJ
09/06/1995 - 02/04/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 06/13/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/28/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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