linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Samuel Thomas Watson

Financial Security Advisory Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Samuel? Claim Your Profile

About Samuel Thomas Watson

Samuel Watson is a Financial Advisor with Financial Security Advisory Inc. Samuel is currently registered to offer investment advice in Virginia. Samuel has been working in the financial industry since July 14, 2020, and is licensed to offer investment advice in Virginia, while the firm has a presence in Virginia Beach, Virginia, and has been registered with the SEC since 2013. The firm also has a client base consisting of high-net-worth individuals, charitable organizations, and pension and profit-sharing plans, among others. Financial Security Advisory Inc. manages over $1 billion in assets and Samuel Watson is an integral part of providing these services.

Firm Information

Samuel Watson is currently registered with Financial Security Advisory Inc.. Financial Security Advisory Inc. is an investment advisor located in VIRGINIA BEACH, VA. The firm manages $1 billion - $10 billion in assets, with a focus on providing financial planning, portfolio management for businesses and individuals, and other services. The firm has a client base of 2904 accounts, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Their services are tailored to meet the needs of a diverse clientele, and they have a strong track record of success in managing investments.
Financial Security Advisory Inc.

477 VIKING DRIVE

VIRGINIA BEACH, VA 23452

$1.57B

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Samuel Watson’s Registration & Firm History

VA

08/09/2021 - Present

Financial Security Advisory Inc. (VIRGINIA BEACH VA)

Not sure if Samuel Thomas Watson is right for you?

Licenses & Designations

BC

Issued 12/16/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/09/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/15/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/13/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel Thomas Watson.
Not sure if Samuel Thomas Watson is right for you?