Unclaimed
Anthony Jason Watson is a financial advisor registered in Minnesota with over 20 years of experience. Anthony Watson is currently associated with Thrivent Investment Management Inc., and specializes in both financial planning and portfolio management. Anthony Watson holds the Series 6, 7, 24, 52TO, 53, and 63 securities licenses. He also holds the Series 65 investment advisor license. Anthony Watson has worked at multiple financial firms in the past, including CETERA INVESTMENT SERVICES LLC, GUARANTY BROKERAGE SERVICES, INC., BANCNORTH INVESTMENT GROUP, INC., and BANCWEST INVESTMENT SERVICES, INC. Anthony Watson is a CERTIFIED FINANCIAL PLANNER™.
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.
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
MN
10/01/2020 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
MN
02/26/2001 - 09/29/2020
CETERA INVESTMENT SERVICES LLC (ST CLOUD MN)
MN
08/14/2002 - 12/31/2010
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
MN
06/27/2007 - 11/18/2009
BANCNORTH INVESTMENT GROUP, INC. (ST. CLOUD MN)
MN
04/26/2001 - 12/31/2006
BANCNORTH INVESTMENT GROUP, INC. (ST. CLOUD MN)
NE
04/26/2001 - 11/14/2003
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
MN
07/31/2001 - 10/30/2001
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
WI
12/19/1997 - 11/08/2000
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 06/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/21/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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