Unclaimed
Scott Renhold Watson is an investment advisor representative with Vanguard Advisers, Inc. based in Charlotte, NC. Scott has been in the financial services industry for over 22 years. Previously, Scott worked at WELLS FARGO ADVISORS, LLC and FIRST UNION BROKERAGE SERVICES, INC.. Scott holds a Series 63, Series 65, Series 66 and Series 24 license and has a SIE exam. Scott is registered to provide investment advisory services in North Carolina and Texas.
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.
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.
1
2
NC
09/05/2019 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
NC
10/01/2000 - 09/05/2013
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
04/03/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MN
12/05/1996 - 09/26/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/05/1996 - 09/26/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/21/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Watson is the right advisor for you? Invested Better is here to help.