Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Watson is a financial professional with over 20 years of experience in the financial services industry. John has a strong track record of providing financial planning and investment advice to individuals, families, and businesses. John is a Certified Financial Planner™ and a Chartered Financial Consultant and holds the Series 6, 7, 24, 63, and 66 licenses as well as the Securities Industry Essentials (SIE) designation. Currently, John is a Registered Representative and Investment Advisor Representative with TD Private Client Wealth LLC. John has previously held positions at Wells Fargo Advisors, LLC, Wachovia Securities, LLC, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Quick & Reilly, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Linsco/Private Ledger Corp.
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.
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.
A percentage of the total value of assets under management is charged.
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NJ
02/27/2024 - Present
TD Private Client Wealth LLC (Marlton NJ)
NJ
01/14/2008 - 01/09/2014
WELLS FARGO ADVISORS, LLC (PRINCETON NJ)
NJ
02/16/2005 - 09/14/2006
WACHOVIA SECURITIES, LLC (HADDON TOWNSHIP NJ)
IN
10/29/2003 - 01/06/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/29/2003 - 01/06/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
10/28/2002 - 08/07/2003
QUICK & REILLY, INC. (NEW YORK NY)
NY
05/23/2001 - 02/08/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
SC
12/08/1995 - 07/28/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
PA
08/14/1992 - 12/13/1995
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BOTH
Issued 07/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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