Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Edward Watson is an Investment Advisor Representative registered with Finwell, Inc. in California. Timothy has been in the securities industry since 2012. Timothy specializes in providing financial planning, educational seminars, publication of periodicals, selection of other advisers and portfolio management for individuals. Timothy currently has a total of 191 clients with a total of $54,363,015 in assets under management.
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.
Personalized portfolio management to meet individual financial objectives.
Subscription based services
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.
Monthly fees fixed menu of services
1
2
TN
02/19/2021 - Present
Finwell, Inc. (Nashville TN)
IA
Issued 12/06/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Timothy Watson is the right advisor for you? Invested Better is here to help.
