Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Watts is a financial advisor with over 25 years of experience in the industry. Kevin has been registered with Oppenheimer & Co. Inc. since August 2023. Kevin has previously worked for Truist Securities, Inc., KeyBanc Capital Markets Inc., Morgan Keegan & Company, Inc., Tejas Securities Group, Inc., Sandpiper Securities, LLC, and Bankers International Securities, Inc. Kevin is licensed to provide financial services in all 50 states and the District of Columbia.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
GA
08/01/2023 - Present
Oppenheimer & Co. Inc. (ATLANTA GA)
GA
03/20/2009 - 05/03/2023
TRUIST SECURITIES, INC. (ATLANTA GA)
GA
06/15/2005 - 01/11/2008
KEYBANC CAPITAL MARKETS INC. (ATLANTA GA)
TN
11/06/2000 - 01/12/2005
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TX
12/07/1999 - 04/18/2000
TEJAS SECURITIES GROUP, INC. (AUSTIN TX)
FL
05/12/1997 - 10/22/1999
SANDPIPER SECURITIES, LLC (CLEARWATER FL)
FL
06/21/1995 - 11/08/1996
BANKERS INTERNATIONAL SECURITIES, INC. (ST. PETERSBURG FL)
AL
08/31/1994 - 06/07/1995
PORTER, WHITE & COMPANY, INC. (BIRMINGHAM AL)
BC
Issued 10/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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