Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dwaine Watson is a financial advisor with Valmark Advisers, Inc. and BPM Wealth Advisors, LLC. Michael has been in the financial services industry since 2007 and is a Certified Financial Planner and Chartered Financial Consultant. Michael's areas of expertise include financial planning, investment management, pension consulting, 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.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
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2
CA
03/04/2024 - Present
Valmark Advisers, Inc. (San Francisco CA)
CA
09/01/2015 - 09/01/2022
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
07/13/2006 - 08/22/2015
LPL FINANCIAL LLC (SAN DIEGO CA)
IA
Issued 07/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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