Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brian Watson is an Investment Advisor Representative with Kestra Advisory Services, LLC. Robert is a Certified Financial Planner and has been in the industry since 2012. Robert has experience with a variety of investment products and services, including financial planning, portfolio management, and insurance. Robert is committed to providing clients with personalized financial advice and helping them reach their financial goals.
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.
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.
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2
GA
04/07/2022 - Present
Kestra Advisory Services, LLC (Alpharetta GA)
GA
12/22/2014 - 04/13/2022
WELLS FARGO CLEARING SERVICES, LLC (MARIETTA GA)
GA
03/15/2012 - 11/05/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)
IA
Issued 11/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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