Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Turk Watson is a registered representative with Stifel, Nicolaus & Company, Inc. and has been in the financial services industry since March 1997. Kevin Watson is also registered as an investment advisor representative and has been in that capacity since July 2015. Kevin Watson has a background in brokerage, investments, and financial planning. Kevin Watson is a licensed securities professional and has passed the Series 7, Series 10, Series 9, Series 31, Series 63, and Series 65 exams. Kevin Watson is a member of the Financial Industry Regulatory Authority (FINRA).
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.
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
GA
07/07/2015 - Present
Stifel, Nicolaus & Company, Inc. (MACON GA)
GA
12/16/2009 - 07/07/2015
STERNE, AGEE & LEACH, INC. (MACON GA)
GA
01/18/2005 - 12/31/2009
STERNE AGEE FINANCIAL SERVICES, INC. (MACON GA)
MO
06/15/2002 - 01/18/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
03/17/1997 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 04/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/03/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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