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Felicia Marshell Watson

Charles Schwab & CO., Inc.

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About Felicia Marshell Watson

Felicia Marshell Watson is an investment advisor representative with Charles Schwab & CO., Inc. located in Austin, TX. Felicia has been in the securities industry since 2014 and is registered with FINRA. Felicia is also registered as an Investment Advisor Representative in Texas. Prior to working with Charles Schwab & CO., Inc., Felicia was employed with TD AMERITRADE, INC. and MetLife Securities Inc. Felicia holds the Series 6, 7, 26, 63 and 66 securities licenses. Felicia also holds the SIE designation.

Firm Information

Felicia Watson is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Felicia Watson’s Registration & Firm History

TX

01/25/2022 - Present

Charles Schwab & CO., Inc. (Austin TX)

TX

01/23/2017 - 07/29/2024

TD AMERITRADE, INC. (Austin TX)

TX

06/22/2015 - 03/03/2016

METLIFE SECURITIES INC. (DALLAS TX)

NA

11/20/1991 - 04/08/1993

AMERICAN GENERAL SECURITIES INCORPORATED

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Licenses & Designations

BOTH

Issued 02/27/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/17/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/13/1992

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2017

Series 7 - General Securities Representative Examination

BC

Issued 06/21/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Felicia Marshell Watson.
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