Unclaimed
Walter Lambert Jones is a financial professional with over 30 years of experience in the industry. Walter is currently registered with PFS Investments Inc., and has been with the firm since 2013. Previously, Walter was also registered with PFS Investments Inc. from 1991 to 2013. Walter holds the Series 6, 26, and 63 securities licenses, along with the SIE. Walter specializes in providing financial advice to individuals, including high-net-worth individuals. Walter's experience and qualifications make him a valuable resource for individuals seeking financial guidance.
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.
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2
IL
12/26/2013 - Present
PFS Investments Inc. (NAPERVILLE IL)
IL
01/15/2013 - 12/26/2013
PFS INVESTMENTS INC. (NAPERVILLE IL)
IL
11/25/1991 - 12/31/2012
PFS INVESTMENTS INC. (OAK PARK IL)
BC
Issued 11/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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FINRA
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