Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milton? Claim Your ProfileMilton Lee Watson is a financial advisor with over 20 years of experience in the financial industry. Milton is currently registered with Innovation Partners LLC in Beverly Hills, CA. Milton previously worked for Equity Services, Inc. in Beverly Hills, CA and AXA Advisors, LLC in Los Angeles, CA. Milton holds the Series 6, Series 63 and SIE licenses. Milton's areas of expertise include financial planning, pension consulting, and portfolio management for businesses and individuals. Milton specializes in providing consulting services to qualified retirement plans.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
CA
04/20/2022 - Present
Innovation Partners LLC (Beverly Hills CA)
CA
12/18/2014 - 01/14/2022
EQUITY SERVICES, INC. (BEVERLY HILLS CA)
CA
06/01/2005 - 04/25/2014
AXA ADVISORS, LLC (LOS ANGELES CA)
NY
08/30/1999 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 11/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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