Unclaimed
Joseph Wilson Watson is a registered representative with Raymond James & Associates, Inc. Joseph Watson is a veteran of the financial services industry, having joined the firm in October 2014. Previously, Joseph Watson was associated with Portfolio Brokerage Services, Inc. Joseph Watson's registrations are currently active in several states including North Carolina, Florida, Georgia, Illinois, Massachusetts, Michigan, Minnesota, New Hampshire, New York, Puerto Rico, South Carolina, Tennessee and Virginia. Joseph Watson holds several licenses including Series 7, Series 66 and SIE exams. Joseph Watson specializes in offering a range of financial services to individuals, businesses and institutions. Joseph Watson is a dedicated professional committed to providing high-quality financial advice and guidance to help clients achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
NC
11/14/2014 - Present
Raymond James & Associates, Inc. (RALEIGH NC)
IL
10/15/2013 - 10/01/2014
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
BOTH
Issued 11/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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