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Robert J. Walker

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CRD#: 1611512
RW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Joseph Walker JR, who also goes by Robert Joseph Walker, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1992. Robert had worked at 5 firms and has passed the Series 63, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert Joseph Walker

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 6, 2002 - May 5, 2023

PRIME SOLUTIONS FINANCIAL SERVICES CORP.

RIA
CRD#: 120499
HORSHAM, PA
Past

January 23, 2002 - May 24, 2012

PRISOL SECURITIES, INC.

BD
CRD#: 115141
HORSHAM, PA
Past

June 11, 1999 - December 31, 2001

PRIMESOLUTIONS SECURITIES, INC.

BD
CRD#: 46017
CLEVELAND, OH
Past

April 6, 1995 - May 28, 1999

FAIRFIELD GROUP, INC.

BD
CRD#: 14671
BALTIMORE, MD
Past

March 23, 1992 - March 8, 1995

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/2/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PS
PRIME SOLUTIONS FINANCIAL SERVICES CORP.
PRIME SOLOTIONS FINANCIAL SERVICES CORP. | PRIME SOLUTIONS FINANCIAL SERVICES CORP. | PRIME SOLUTIONS ADVISORY

CRD#: 120499 / SEC#: 801-63367

RIA
Registered Investment Advisory firm - (7/27/2012 Terminated)
Pennsylvania
Registered Investment Advisory firm - (7/13/2011 Approved)
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Contact information


Main Address
Newtown Square, PA
Mailing Address
Phone number
(610) 886-4320
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts46
AUM (Assets Under Management)$ 12,692,478

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PRIME SOLUTIONS FINANCIAL SERVICES CORP.

CRD#: 120499

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