Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derrick? Claim Your ProfileDerrick Watts is a financial advisor with Packerland Brokerage Services, Inc., based in Green Bay, Wisconsin. Derrick has been in the financial services industry since June 25, 1994 and has a wide range of experience in providing investment advice to individuals and businesses. He has a strong track record of success in helping clients achieve their financial goals, including retirement planning, college savings, and wealth management. Derrick is committed to providing personalized service and guidance to each of his clients. He is a highly qualified financial advisor with a strong understanding of the financial markets. He is also a dedicated professional who is committed to providing his clients with the highest level of service.
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.
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
WI
04/02/2020 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
IL
09/02/2016 - 10/25/2019
B. RILEY WEALTH MANAGEMENT (ST. CHARLES IL)
IL
08/17/2016 - 08/24/2016
WUNDERLICH SECURITIES, INC. (ST. CHARLES IL)
IL
11/30/2015 - 08/08/2016
WUNDERLICH SECURITIES, INC. (ST. CHARLES IL)
IL
03/16/2009 - 12/01/2015
OPPENHEIMER & CO. INC. (CHICAGO IL)
IL
04/02/2007 - 03/17/2009
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
IL
10/31/2003 - 04/02/2007
MORGAN STANLEY DW INC. (CHICAGO IL)
NY
06/10/1994 - 11/05/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 09/09/1994
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Derrick Watts is the right advisor for you? Invested Better is here to help.
