Unclaimed
Jason P. Watson is a financial advisor with over 13 years of experience in the industry. Jason has a strong background in securities and investment advising, holding Series 7 and Series 66 licenses. Currently, Jason is a registered representative with MML Investors Services, LLC, serving clients in the Dallas, TX area. Jason has prior experience with Park Avenue Securities LLC and AXA Advisors, LLC. Jason has a broad understanding of client needs, and specializes in retirement planning, college savings, and estate planning.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
06/13/2022 - Present
MML Investors Services, LLC (Dallas TX)
TX
02/13/2013 - 06/02/2022
PARK AVENUE SECURITIES LLC (IRVING TX)
TX
09/30/2009 - 01/24/2013
AXA ADVISORS, LLC (DALLAS TX)
BOTH
Issued 09/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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