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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Ellis Watson is an Investment Advisor Representative at Independent Financial Group, LLC with over 20 years of experience in the financial services industry. Edward has been registered with the state of California since 2011 and is also registered with the state of Texas. Edward has worked at Charles Schwab & Co., Inc., WM Financial Services, Inc., Great Western Financial Securities Corporation, and Dean Witter Reynolds Inc. Edward specializes in providing financial advice and investment management services to individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. Edward holds several securities licenses including Series 7, Series 10, Series 31, Series 63, and Series 65. Edward is committed to providing personalized financial advice and investment management services to help clients reach their 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
04/02/2019 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
CA
12/18/1998 - 09/13/2011
CHARLES SCHWAB & CO., INC. (CARMEL CA)
CA
05/01/1998 - 09/25/1998
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
04/16/1998 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NY
06/11/1997 - 03/26/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/10/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 06/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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