Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Otis Walker is a registered representative with St. Bernard Financial Services, Inc. based in Knoxville, Tennessee. William has been in the industry since 1983 and holds the Series 6, Series 22, Series 63 and SIE licenses. William's previous experience includes working with LINCOLN FINANCIAL SECURITIES CORPORATION, J.P. TURNER & COMPANY, L.L.C., THE O.N. EQUITY SALES COMPANY, SIGNATOR INVESTORS, INC., MML INVESTORS SERVICES, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, UNUM SALES CORPORATION, JEFFERSON-PILOT INVESTOR SERVICES, INC., EQUITY SERVICES, INC., and PML SECURITIES COMPANY. William offers a range of services, including educational seminars, portfolio management for businesses and portfolio management for 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
TN
03/20/2020 - Present
ST. Bernard Financial Services, Inc. (Knoxville TN)
TN
02/14/2014 - 03/24/2020
LINCOLN FINANCIAL SECURITIES CORPORATION (KNOXVILLE TN)
TN
06/07/2011 - 02/19/2014
J.P. TURNER & COMPANY, L.L.C. (KNOXVILLE TN)
TN
05/09/2003 - 05/02/2011
THE O.N. EQUITY SALES COMPANY (KNOXVILLE TN)
MA
05/02/2002 - 05/15/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
OH
02/03/1999 - 04/17/2002
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MA
11/25/1992 - 02/04/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IN
10/01/1996 - 02/02/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
ME
01/27/1993 - 10/01/1996
UNUM SALES CORPORATION (PORTLAND ME)
IN
08/22/1989 - 11/05/1992
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
NA
05/18/1987 - 09/01/1989
EQUITY SERVICES, INC.
VT
04/26/1985 - 09/01/1989
EQUITY SERVICES, INC. (MONTPELIER VT)
NA
12/02/1986 - 04/06/1987
PML SECURITIES COMPANY
NA
12/06/1982 - 05/17/1985
PML SECURITIES COMPANY
BC
Issued 12/03/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/03/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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