Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Walker is a financial advisor with Stonex Advisors Inc., with over 20 years of experience in the industry. William has a wide range of experience in providing investment and financial planning services to individuals and families. William is registered with the following state regulatory authorities: California, Ohio, Pennsylvania, and Tennessee. William holds the Series 6 and Series 63 licenses, and the SIE exam. In addition to being a Registered Representative with Stonex Advisors Inc., William is also a sole proprietor of a business offering insurance and tax consulting services.
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.
Financial consulting services
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
OH
11/10/2020 - Present
Stonex Advisors Inc. (MEDINA OH)
OH
05/12/2011 - 09/12/2014
WRP INVESTMENTS, INC. (MEDINA OH)
OH
01/10/2011 - 05/17/2011
AMERICAN HERITAGE SECURITIES, INC. (AKRON OH)
OH
08/04/2008 - 01/07/2011
XTENT FINANCIAL GROUP, INC. (AKRON OH)
PA
05/07/2007 - 08/01/2008
FORTUNE FINANCIAL SERVICES, INC. (MONACA PA)
OH
01/03/2007 - 05/14/2007
BURNS FINANCIAL CENTRE, INC. (BRECKSVILLE OH)
OH
07/23/2002 - 12/31/2006
L.M. KOHN & COMPANY (CINCINNATI OH)
PA
01/17/2002 - 07/19/2002
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BC
Issued 04/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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