Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Anthony Watson is a financial advisor with over 35 years of experience in the industry. David is a Registered Representative of Osaic Wealth, Inc. and has a diverse background with expertise in investment planning, insurance and retirement planning. David is a Chartered Financial Consultant and currently holds Series 6, 7, and SIE licenses. David is also an active member of the Finance Council for the Archdiocese of St. Louis and serves as Chairman of the Board of Trustees for the St. Louis Archdiocesan Fund. David has a strong commitment to serving the community and has held various leadership roles in various organizations.
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.
1
2
MO
08/07/2017 - Present
Osaic Wealth, Inc. (CHESTERFIELD MO)
MA
03/01/1996 - 06/24/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
08/04/1986 - 03/01/1996
G. R. PHELPS & CO., INC.
BC
Issued 07/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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