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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney S. Watson is an investment advisor representative with U.S. Capital Wealth Advisors, LLC. Courtney has been in the securities industry since September 27, 1995. Prior to joining U.S. Capital Wealth Advisors, LLC, Courtney worked at WELLS FARGO ADVISORS, LLC and Prudential Securities Incorporated. Courtney holds the Series 7, 9, 10, 31, 63, and 65 licenses. Courtney's firm provides advisory services to individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.
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.
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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2
TX
06/30/2021 - Present
U.s. Capital Wealth Advisors, LLC (AUSTIN TX)
TX
07/01/2003 - 02/16/2016
WELLS FARGO ADVISORS, LLC (DALLAS TX)
NY
04/26/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/25/1996 - 04/23/1999
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
09/19/1995 - 09/17/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 11/01/1995
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/19/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 09/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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