Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Joseph Watts is a financial advisor based in Winnetka, IL with over 30 years of experience in the financial industry. Martin Joseph Watts has been with Robert W. Baird & Co. Inc. since 2015 and has a strong track record of success in helping clients achieve their financial goals. Martin Joseph Watts is registered to provide investment advice in several states including Illinois, Texas, and New York, and is a Series 7 and Series 65 licensed holder. Martin Joseph Watts has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice. Previously, Martin Joseph Watts worked at Financial America Securities, Inc. in Cleveland, OH.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Hard dollar payments for research
1
2
IL
05/31/2019 - Present
Robert W. Baird & Co. Inc. (WINNETKA IL)
OH
08/19/2014 - 10/02/2015
FINANCIAL AMERICA SECURITIES, INC. (CLEVELAND OH)
IA
Issued 10/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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