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Michael Edward Watts

Sunbelt Securities, Inc.

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About Michael Edward Watts

Michael Edward Watts is a financial professional with over 30 years of experience in the securities industry. Michael is currently registered with Sunbelt Securities, Inc. in Houston, Texas. Michael has been a registered representative with Sunbelt Securities, Inc. since December 2007. Michael previously held positions with Advent Securities, Inc., Texas Capital Securities, Inc., Block Trading Inc., Murchison Investment Bankers, Inc., First Investors Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Westcap Government Securities, Inc., and Westcap Securities, Inc. Michael is a Series 7, Series 24, Series 53, and Series 63 licensed professional and holds a SIE.

Firm Information

Michael Watts is currently registered with Sunbelt Securities, Inc.. Sunbelt Securities, Inc. is a corporation headquartered in Houston, Texas, that provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They offer portfolio management, financial planning, and selection of other advisors. The firm is registered with the SEC and has a total of $1.91 billion in regulatory assets under management.
Sunbelt Securities, Inc.

2700 POST OAK BLVD STE 1700

HOUSTON, TX 77056

$1.91B

Assets Under Management

1

Total Clients

80

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Watts’s Registration & Firm History

TX

12/12/2007 - Present

Sunbelt Securities, Inc. (Houston TX)

VA

02/12/2004 - 09/06/2005

ADVENT SECURITIES, INC. (RICHMOND VA)

TX

07/03/1997 - 12/04/2003

SUNBELT SECURITIES, INC. (HOUSTON TX)

TX

04/29/1994 - 01/22/1999

TEXAS CAPITAL SECURITIES, INC. (HOUSTON TX)

TX

07/23/1996 - 09/25/1996

BLOCK TRADING INC. (HOUSTON TX)

NA

04/22/1993 - 03/14/1994

MURCHISON INVESTMENT BANKERS, INC.

NJ

04/01/1991 - 06/10/1991

FIRST INVESTORS CORPORATION (EDISON NJ)

NA

01/20/1988 - 04/04/1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NA

07/25/1987 - 09/18/1987

WESTCAP GOVERNMENT SECURITIES, INC.

NA

10/23/1986 - 09/11/1987

WESTCAP SECURITIES, INC.

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Licenses & Designations

BC

Issued 10/07/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/13/2013

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/07/1995

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Edward Watts.
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