Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Watson is a financial advisor with Avantax Advisory Services. Aaron has been in the financial services industry since 1998 and is registered to provide investment advice in South Carolina and Texas. Aaron is also a licensed insurance agent and offers insurance products through Avantax Insurance Agency and/or Avantax Insurance Services. Aaron is committed to helping his clients achieve their financial goals through personalized financial planning, investment management, and tax planning. Aaron also provides retirement and estate planning 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
SC
10/05/2023 - Present
Avantax Advisory Services (McCormick SC)
VA
09/30/2022 - 10/11/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Virginia Beach VA)
SC
09/30/1999 - 10/07/2022
AVANTAX INVESTMENT SERVICES, INC. (MCCORMICK SC)
GA
10/30/1998 - 10/13/1999
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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