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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Arthur Watts is a financial advisor with over 35 years of experience in the financial services industry. Jeffrey is currently registered as a registered representative with Wells Fargo Clearing Services, LLC in Traverse City, Michigan. Jeffrey has been registered with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC in Traverse City, Michigan since 2009 and 2016 respectively. Previously, Jeffrey worked at A. G. EDWARDS & SONS, INC. in Traverse City, Michigan from 1986 to 2008. Jeffrey is licensed to provide investment advice in a number of states, including Michigan and Texas, and holds a Series 63, 65, 7, 8, 9, and 10 securities licenses. Jeffrey has a strong background in portfolio management and financial planning, and is committed to providing his clients with the highest level of service.
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.
Investment consulting services to institutional clients
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
MI
11/16/2022 - Present
Wells Fargo Clearing Services, LLC (TRAVERSE CITY MI)
MI
02/07/1986 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TRAVERSE CITY MI)
IA
Issued 08/12/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/01/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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