Unclaimed
Michael Jeffrey Watson is a financial advisor with Charles Schwab & CO., Inc. located in Birmingham, MI. Michael has been in the industry since July 15, 2010, and has been associated with TD Ameritrade, Inc. and Scottrade, Inc. in the past. Michael has Series 7, Series 63, and Series 66 registrations and is licensed in several states including Arizona, Florida, Illinois, Indiana, Michigan, Ohio, and Wisconsin.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MI
01/26/2022 - Present
Charles Schwab & CO., Inc. (Birmingham MI)
MI
10/26/2016 - 12/31/2023
TD AMERITRADE, INC. (Birmingham MI)
MI
06/14/2010 - 09/23/2016
SCOTTRADE, INC. (DEARBORN MI)
BOTH
Issued 12/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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