Unclaimed
John Anthony Watson is an investment advisor representative, registered with TLG Advisors, Inc.. John has been in the securities industry since 1998. John's areas of expertise include: Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Pooled Investment Vehicles.
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.
Placement of institutional funds
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.
1
2
CO
10/13/2022 - Present
TLG Advisors, Inc. (LITTLETON CO)
FL
05/03/2004 - 04/07/2022
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
MA
11/14/2002 - 05/01/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
MN
11/07/2001 - 04/26/2002
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
IL
02/20/2001 - 10/15/2001
AFD, INC. (NORTHBROOK IL)
TX
10/26/1999 - 01/30/2001
A I M DISTRIBUTORS, INC. (HOUSTON TX)
MO
05/14/1998 - 11/17/1998
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 07/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Watson is the right advisor for you? Invested Better is here to help.