Unclaimed
Taylor Watts is a financial advisor with over 29 years of experience in the financial services industry. Taylor is currently registered with Invesco Distributors, Inc. and is licensed to offer investment advice in all 50 states. Taylor has a strong background in the securities industry, having worked with several notable firms such as OppenheimerFunds Distributor, Inc. Taylor has a deep understanding of the investment markets and is committed to helping clients 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.
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.
1
2
NY
05/25/2019 - Present
Invesco Distributors, Inc. (NEW YORK NY)
CO
07/29/2015 - 05/25/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
CO
06/28/2013 - 05/28/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (LONGMONT CO)
CO
07/02/2012 - 06/28/2013
KNIGHT CAPITAL AMERICAS LLC (BOULDER CO)
CT
04/19/2012 - 07/02/2012
KNIGHT CAPITAL AMERICAS, L.P. (GREENWICH CT)
CO
03/18/2011 - 04/13/2012
GLOBAL HUNTER SECURITIES, LLC (BOULDER CO)
CO
05/04/2001 - 03/18/2011
CRT CAPITAL GROUP LLC (BOULDER CO)
NY
06/28/1996 - 11/09/2000
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NY
03/15/1996 - 06/18/1996
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
MD
12/22/1992 - 02/09/1996
CHASE SECURITIES, INC. (NEW YORK MD)
BC
Issued 05/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/02/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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