Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brianna? Claim Your ProfileBrianna Lee Watterson is a registered representative with Charles Schwab & Co., Inc. in Lone Tree, CO. Brianna has been in the securities industry since June 2021. Previously, she was employed with ROBINHOOD FINANCIAL, LLC. and FIDELITY BROKERAGE SERVICES LLC. Brianna holds the Series 7, Series 63, and SIE licenses and is registered in 53 states. Brianna is a specialist in retirement planning and financial planning services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
03/23/2023 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
03/09/2021 - 08/05/2022
ROBINHOOD FINANCIAL, LLC (Denver CO)
CO
10/01/2020 - 01/28/2021
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BC
Issued 10/08/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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