Unclaimed
Walker A Grove is a Registered Representative and Investment Advisor Representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Walker has been in the securities industry since 2023. Walker is registered with the state of North Carolina and Texas for both securities and investment advisory activities. Walker has passed the Series 7TO, SIE, and Series 66 exams. Walker holds a Bachelor of Science degree in Business Management from North Carolina State University. Prior to joining Merrill Lynch, Walker held positions with Financial Symmetry, Syneos Health, Extended Travel, Uber Eats, Big Mike's BBQ, George Pickett and Associates, Inc, eBay, and Bank of America N.A.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
07/05/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RALEIGH NC)
BOTH
Issued 12/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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