Unclaimed
Paul Eric Watson is a financial advisor with over 30 years of experience in the industry. Paul is a Vice President at Snowden Capital Advisors LLC and manages a team of professionals providing comprehensive financial planning and investment management services to a diverse clientele. Paul has held positions with some of the industry's leading firms, including UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Prudential Securities Incorporated, Smith Barney Inc., and Lehman Brothers Inc. Paul is registered with the Securities and Exchange Commission and is also a registered investment advisor in several states.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
MD
01/15/2015 - Present
Snowden Capital Advisors LLC (BALTIMORE MD)
MD
11/17/2010 - 10/06/2014
UBS FINANCIAL SERVICES INC. (BALTIMORE MD)
MD
10/03/2001 - 11/19/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
NY
09/12/1997 - 09/27/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 09/23/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
07/28/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1993
Series 3 - National Commodity Futures Examination
BC
Issued 07/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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