Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Worth? Claim Your ProfileWorth Walker Trainor is a financial advisor who has been in the industry since 1994. Worth is currently registered with Kestra Private Wealth Services, LLC in both Florida and Texas. Previously, Worth worked at Wells Fargo Advisors, LLC, First Union Brokerage Services, Inc., Legg Mason Wood Walker, Incorporated, A. G. Edwards & Sons, Inc., GKN Securities Corp., and Biltmore Securities, Inc. Worth specializes in providing wealth management services and financial planning to individuals, families, and businesses.
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.
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
FL
09/26/2024 - Present
Kestra Private Wealth Services, LLC (Stuart FL)
FL
10/01/2000 - 08/20/2014
WELLS FARGO ADVISORS, LLC (JENSEN BEACH FL)
NC
05/19/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MD
09/27/1996 - 05/23/2000
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MO
08/13/1994 - 08/29/1996
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
03/10/1994 - 07/01/1994
GKN SECURITIES CORP. (NEW YORK NY)
FL
11/22/1993 - 03/10/1994
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
IA
Issued 04/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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