Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rawson? Claim Your ProfileRawson Watkins Hubbell is a financial advisor with RWA Wealth Partners, based in Newton, Massachusetts. Rawson has over 25 years of experience in the financial services industry, previously working at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lincoln Financial Advisors Corporation, and Cigna Financial Advisors, Inc.. Rawson holds a Series 7 and Series 66 license and is a Certified Financial Planner. RWA Wealth Partners is an independent Registered Investment Advisor firm located in Newton, MA. The firm provides a variety of financial services, including financial planning, portfolio management, and estate planning. The firm serves individuals, families, businesses, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
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.
A percentage of the total value of assets under management is charged.
Model provider fee
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2
MA
06/08/2023 - Present
RWA Wealth Partners (NEWTON MA)
MA
10/21/2015 - 06/01/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
IN
06/01/1998 - 12/14/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
05/22/1996 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BOTH
Issued 10/31/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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