Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Douglas Watson is a financial advisor with over 20 years of experience in the industry. Gerald has been registered with LPL Financial LLC since 2017, and has previously held positions with National Planning Corporation and H.D. Vest Investment Services. Gerald has a Series 6, 7, 63 and 65 license, and a Series SIE certification. Gerald's expertise includes financial planning, portfolio management for individuals and businesses, and investment advisory services. Gerald has a strong commitment to providing personalized financial advice to help clients achieve 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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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2
CA
11/29/2017 - Present
LPL Financial LLC (MORENO VALLEY CA)
CA
06/28/2007 - 11/29/2017
NATIONAL PLANNING CORPORATION (MORENO VALLEY CA)
CA
07/18/2001 - 07/02/2007
H.D. VEST INVESTMENT SERVICES (MORENO VALLEY CA)
NA
04/13/1988 - 02/06/1990
PRUCO SECURITIES CORPORATION
NA
04/13/1988 - 02/06/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
IA
Issued 08/23/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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