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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Clark Watts is a financial advisor with Fidelity Personal And Workplace Advisors located in WESTLAKE, TX. Timothy has been in the industry since 2009. Timothy is registered to provide investment advice in Arizona, California, Colorado, Florida, Georgia, Indiana, Louisiana, New Mexico, New York, North Carolina, Oklahoma, Texas, and Virginia. Timothy has passed the following exams: Series 6, Series 7, Series 63, Series 66, and the SIE. Timothy specializes in helping individuals, high net worth individuals, and corporations with financial planning, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
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.
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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2
TX
04/16/2019 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
02/17/2012 - 04/08/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
03/22/2010 - 02/22/2012
EDWARD JONES (FORT WORTH TX)
TX
10/15/2009 - 03/25/2010
WOODBURY FINANCIAL SERVICES, INC. (KELLER TX)
TX
03/30/2009 - 07/29/2009
COMPASS BROKERAGE, INC. (FORT WORTH TX)
BOTH
Issued 05/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/26/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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