Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larelle? Claim Your ProfileLarelle Watson is a financial professional with over 23 years of experience in the industry. Larelle is currently a registered representative with Charles Schwab & CO., Inc. and has worked in various roles throughout her career, including positions at TD AMERITRADE, INC. and FIDELITY BROKERAGE SERVICES LLC. Larelle holds numerous securities licenses, including Series 6, 7, 24, 63 and 65. Larelle's experience and qualifications equip her to provide comprehensive financial advice to individuals and families, including financial planning and selection of other advisors.
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
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2
CO
03/05/2020 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
TX
05/17/2011 - 02/19/2020
TD AMERITRADE, INC. (Southlake TX)
TX
11/08/1999 - 04/05/2011
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
GA
06/04/1997 - 11/03/1999
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 09/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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