Unclaimed
Mark Watts is an Investment Advisor Representative at Onus Financial LLC in Austin, Texas. Mark has been in the financial services industry since 2011, most recently working at Cirrus Logic Inc. Mark specializes in providing financial planning and portfolio management services to individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
03/22/2019 - Present
Onus Financial LLC (AUSTIN TX)
BOTH
Issued 09/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/31/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Mark Watts is the right advisor for you? Invested Better is here to help.