Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Harry Watson is a financial advisor with over 15 years of experience in the industry. George has a strong track record of providing investment advice to high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. George is currently registered with Capital Creek Partners in San Antonio, TX. Previously, George worked at Sendero Securities, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. George specializes in Portfolio Management for individuals, corporations, and pooled investment vehicles. George holds the Series 7, Series 63, Series 24, Series 65, and Series 99TO licenses.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
04/18/2024 - Present
Capital Creek Partners (San Antonio TX)
TX
12/03/2012 - 03/22/2024
SENDERO SECURITIES, LLC (SAN ANTONIO TX)
TX
10/23/2009 - 10/29/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
06/09/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN ANTONIO TX)
NY
06/30/2004 - 06/07/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 03/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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