Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Watson is a financial advisor with Edward Jones. Michael has been in the financial industry for over 35 years, working with individual investors, families, and businesses. He is committed to providing personalized financial advice and helping clients reach their financial goals. His expertise includes financial planning, retirement planning, college savings, and estate planning. Michael holds Series 6, 7, 63, and 66 licenses and a SIE certification. Prior to joining Edward Jones, Michael was a financial advisor with several other firms, including Lincoln Financial Advisors Corporation, Pruco Securities Corporation, and NatCity Investments, Inc. He is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative and is registered in 24 states. Michael is passionate about helping clients understand their financial situation and create a plan to achieve their goals.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
PA
03/12/2019 - Present
Edward Jones (TITUSVILLE PA)
NA
10/10/1996 - 02/23/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
NA
09/20/1996 - 02/23/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
OH
08/02/1996 - 02/23/1998
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IN
02/08/1993 - 08/27/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/08/1993 - 08/27/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
08/31/1987 - 02/25/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 01/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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