Unclaimed
Christie Lynn Watson is a financial advisor registered with Raymond James & Associates, Inc., located in Perrysburg, Ohio. Christie has been in the financial industry since 1998. Christie has a Series 63, Series 7, Series 9, and Series 10 licenses, and is registered in many states. Christie is a financial advisor who provides financial planning and portfolio management services to individuals and businesses. Christie's experience and knowledge can help you reach your financial goals.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
10/29/2024 - Present
Raymond James & Associates, Inc. (Perrysburg OH)
NY
01/12/1998 - 09/20/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 02/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/20/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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