Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Polly? Claim Your ProfilePolly Watson is a financial advisor with Cambridge Investment Research Advisors, Inc. in Leesburg, Florida. Polly has been in the financial industry since 2005 and has a wide range of experience in providing financial advice to individuals, families, and businesses. Polly holds Series 7, 24, and 66 securities licenses and is registered to provide financial advice in multiple states. Polly has also held previous positions with Woodbury Financial Services, Inc., LPL Financial Corporation, and Mutual Service Corporation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
09/17/2014 - Present
Cambridge Investment Research Advisors, Inc. (LEESBURG FL)
FL
04/14/2010 - 09/11/2014
WOODBURY FINANCIAL SERVICES, INC. (LEESBURG FL)
FL
09/08/2009 - 04/16/2010
LPL FINANCIAL CORPORATION (LEESBURG FL)
FL
01/31/2005 - 09/08/2009
MUTUAL SERVICE CORPORATION (LEESBURG FL)
BOTH
Issued 08/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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