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Derrik Jamahl Watson

Kestra Investment Services, LLC

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About Derrik Jamahl Watson

Derrik Jamahl Watson is a financial professional registered with Kestra Investment Services, LLC. Derrik holds the Series 7TO and SIE licenses. Derrik was previously registered with CHARLES SCHWAB & CO., INC. in Austin, TX.

Firm Information

Derrik Watson is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Derrik Watson’s Registration & Firm History

TX

12/21/2022 - Present

Kestra Investment Services, LLC (AUSTIN TX)

TX

08/13/2022 - 10/26/2022

CHARLES SCHWAB & CO., INC. (Austin TX)

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Licenses & Designations

BC

Issued 08/12/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/13/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Derrik Jamahl Watson.
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