Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Bradley Watts is a financial advisor with Ameriprise Financial Services, LLC. Charles has been in the industry since 2012. Charles holds licenses to practice in 12 states: Arizona, California, Colorado, Florida, Georgia, Michigan, Nevada, New Mexico, North Carolina, Oklahoma, Tennessee, and Texas. Charles holds Series 7, Series 63 and Series 65 licenses as well as the SIE Exam. Charles Watts has experience with various financial services including financial planning, pension consulting, educational seminars, and publication of periodicals. Charles is committed to providing his clients with comprehensive financial advice and solutions to meet their individual needs.
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.
Asset allocation services
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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TX
09/18/2020 - Present
Ameriprise Financial Services, LLC (SAN ANTONIO TX)
TX
03/13/2012 - 09/22/2020
MML INVESTORS SERVICES, LLC (SAN ANTONIO TX)
IA
Issued 12/03/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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