Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bradley? Claim Your ProfileBradley Watts is a financial advisor with over 10 years of experience in the industry. He has worked for Fidelity Investments, Charles Schwab & Co., Inc., and The Houston Jackson Group. Bradley Watts is currently registered with Fidelity Personal AND Workplace Advisors in Fort Worth, TX. Bradley Watts is a registered representative and investment advisor representative with Series 63, 66, 7 and SIE licenses. Bradley Watts specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Bradley Watts also serves as a selection of other advisors for clients.
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.
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.
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.
1
2
TX
08/12/2024 - Present
Fidelity Personal AND Workplace Advisors (FORT WORTH TX)
TX
10/09/2023 - 07/25/2024
CHARLES SCHWAB & CO., INC. (Westlake TX)
BOTH
Issued 03/09/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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