Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Watkins is an investment advisor representative with Raymond James & Associates, Inc. located in ST. PETERSBURG, FL. Phillip has been in the industry since 2012. Phillip Watkins has experience working with insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Phillip Watkins is registered in 53 states and is also registered with the state of Florida as an investment advisor. Phillip Watkins has a series 63, 65 and 7 license. Phillip Watkins previously worked at MORGAN STANLEY, E*TRADE SECURITIES LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/22/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
04/03/2023 - 08/01/2024
MORGAN STANLEY (Tampa FL)
FL
01/07/2021 - 09/05/2023
E*TRADE SECURITIES LLC (Temple Terrace FL)
FL
06/27/2017 - 10/09/2020
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
CA
10/14/2014 - 05/17/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALAMEDA CA)
TX
07/23/2012 - 06/24/2014
AXA ADVISORS, LLC (DALLAS TX)
IA
Issued 09/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Phillip Watkins is the right advisor for you? Invested Better is here to help.
