Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitzi? Claim Your ProfileMitzi Jo Watt is a financial professional registered with Cetera Investment Services LLC, based in Knoxville, TN. Mitzi Jo Watt's professional experience includes previous roles with LPL Financial LLC and CUNA Brokerage Services, Inc. Mitzi Jo Watt holds a Series 6 and Series 63 license, as well as the Securities Industry Essentials Examination (SIE).
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.
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.
1
2
TN
10/17/2017 - Present
Cetera Investment Services LLC (KNOXVILLE TN)
TN
01/20/2017 - 10/17/2017
LPL FINANCIAL LLC (OAK RIDGE TN)
TN
11/24/2014 - 01/30/2017
CUNA BROKERAGE SERVICES, INC. (OAK RIDGE TN)
BC
Issued 02/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mitzi Watt is the right advisor for you? Invested Better is here to help.
