Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Charles Watson is a financial advisor with Plancorp, LLC. Brian has been in the industry since 2018. He has a Series 66 and a Series 7 license and is a Certified Financial Planner. Brian holds a Bachelor's Degree in Finance from Southern Illinois University Edwardsville. He is passionate about providing financial planning and investment management services to individuals, families, and businesses.
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.
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.
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MO
05/14/2024 - Present
Plancorp, LLC (SAINT LOUIS MO)
IL
07/27/2018 - 01/02/2020
EDWARD JONES (LITCHFIELD IL)
BOTH
Issued 08/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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