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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Brian Watts is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Alan has been working in the financial industry since 2001 and has over 20 years of experience. He is licensed to provide investment advice in numerous states. Alan is a Certified Financial Planner™ and holds FINRA Series 7, 63, and 65 licenses. His expertise includes investment consulting services to institutional clients, financial planning, and portfolio management for businesses and individuals. He is passionate about helping clients achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
03/12/2018 - Present
Wells Fargo Advisors Financial Network, LLC (CHARLESTON SC)
CA
01/01/2008 - 03/12/2018
WELLS FARGO CLEARING SERVICES, LLC (MISSION VIEJO CA)
CA
10/30/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN JUAN CAPISTRANO CA)
IA
Issued 07/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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