Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stedman Watson has been a financial advisor for over 30 years. Robert is registered with LPL Financial LLC and is licensed in multiple states. Robert specializes in providing financial planning, portfolio management, and other non-discretionary advisory services to individuals, businesses, and charitable organizations. Robert has a strong track record of success and is committed to helping clients achieve 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.
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.
Consulting and other non-discretionary advisory services
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
DE
06/09/2021 - Present
LPL Financial LLC (NEWARK DE)
DE
08/18/2011 - 06/09/2021
M&T SECURITIES, INC. (BEAR DE)
DE
12/03/1996 - 08/29/2011
WILMINGTON BROKERAGE SERVICES COMPANY (NEWARK DE)
WI
02/04/1988 - 09/11/1991
COORDINATED CAPITAL SECURITIES OF WI INC. (FORT ATKINSON WI)
NA
10/22/1986 - 02/05/1988
IRG SECURITIES, INC.
IA
Issued 06/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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