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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 Stephen Watts is a registered investment advisor representative with Watts Gwilliam & Company, LLC. Jeffrey has been in the industry since 1998. He holds the Series 7 and Series 66 licenses. He is licensed in Arizona and Texas and provides investment advisory services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, and individuals other than high-net-worth. Jeffrey's previous experience includes a role at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
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AZ
04/05/2010 - Present
Watts Gwilliam & Company, LLC (GILBERT AZ)
NY
07/24/1998 - 06/02/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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