Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tabitha? Claim Your ProfileTabitha Marshall Watson is a financial advisor with Truist Advisory Services, Inc. with over 25 years of experience in the financial services industry. Tabitha has a strong track record of providing clients with personalized financial advice and investment management services. She is committed to building long-term relationships with her clients and helping them achieve their financial goals. Prior to joining Truist, Tabitha worked at SA Stone Wealth Management Inc., Sterne, Agee & Leach, Inc., Anderson & Strudwick, Incorporated, Tower Square Securities, Inc., H. Beck, Inc., A. G. Edwards & Sons, Inc., First Union Securities, Inc. and First Union Brokerage Services, Inc.
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.
Wrap fee product and financial profiling services using desktop software
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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VA
04/25/2022 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
06/12/2015 - 04/22/2022
SA STONE WEALTH MANAGEMENT INC. (Richmond VA)
VA
12/20/2011 - 06/12/2015
STERNE, AGEE & LEACH, INC. (RICHMOND VA)
VA
10/31/2006 - 12/15/2011
ANDERSON & STRUDWICK, INCORPORATED (RICHMOND VA)
CA
02/02/2005 - 06/07/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
MD
05/21/2003 - 02/03/2005
H. BECK, INC. (ROCKVILLE MD)
MO
06/18/2001 - 09/30/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
10/01/2000 - 05/10/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
08/04/1995 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
GA
12/21/1994 - 04/26/1995
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
IA
Issued 4/2/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/2/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/4/2011
Series 4 - Registered Options Principal Examination
BC
Issued 7/19/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/11/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/27/2005
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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