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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neisha? Claim Your ProfileNeisha N. Watson is a financial advisor with over 17 years of experience in the financial services industry. Neisha has a broad range of experience working with clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Neisha currently works with Orion Portfolio Solutions, LLC. Neisha is also registered as an Investment Advisor Representative with the state of Nebraska. She is a Series 6, 7, 63, and 65 licensed professional and holds the SIE designation. Neisha is dedicated to providing comprehensive financial planning and investment management services to her clients.
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.
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.
Portfolio management for educational savings & able 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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NE
01/24/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
KY
01/10/2020 - 08/28/2020
EF LEGACY SECURITIES, LLC (LOUISVILLE KY)
KY
04/20/2017 - 01/10/2020
PORTSMOUTH FINANCIAL SERVICES (Louisville KY)
KY
03/25/2017 - 04/03/2017
MML INVESTORS SERVICES, LLC (LOUISVILLE KY)
KY
05/26/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LOUISVILLE KY)
KY
02/02/2005 - 01/30/2007
PNC INVESTMENTS (LOUISVILLE KY)
IA
Issued 10/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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