Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kaimee Watts is a financial professional registered with Charles Schwab & CO., Inc. in Phoenix, Arizona. Kevin has been in the financial services industry since April 6, 2009 and holds the Series 7 and Series 63 licenses as well as the SIE exam. Kevin has previously worked with TD Ameritrade, Inc. in San Diego, California.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
09/01/2023 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
CA
04/06/2009 - 09/01/2023
TD AMERITRADE, INC. (SAN DIEGO CA)
BC
Issued 10/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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