Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew David Watts is a registered representative and investment advisor representative with Avantax Advisory Services. Andrew has been in the financial services industry since May 17, 2004 and holds the Series 7, Series 24, Series 66, and Series 99TO licenses. Andrew is also registered with the state of Texas and is a member of FINRA. Andrew specializes in providing financial planning, investment management, and pension consulting services to individuals and businesses. Andrew is a business/management consultant for HD Vest and has held positions with Avantax Investment Services, Inc., and Avantax Planning Partners.
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
TX
09/13/2004 - Present
Avantax Advisory Services (DALLAS TX)
BOTH
Issued 08/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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