Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Davies Watson is a financial advisor with over 23 years of experience in the financial services industry. William has a Series 7, Series 63, and Series 65 licenses. William's previous firms include Woodbury Financial Services, Inc., VOYA FINANCIAL ADVISORS, INC., COMMONWEALTH FINANCIAL NETWORK, and CHASE INVESTMENT SERVICES CORP. William currently works at Osaic Wealth, Inc. and is registered to provide investment advice in Ohio, Massachusetts, Minnesota, Nevada, Tennessee, and Virginia. William offers a wide range of financial planning and investment services to individuals, businesses, and retirement plans. William's services include portfolio management, retirement planning, college savings planning, estate planning, and insurance. William is committed to providing personalized financial advice that helps clients achieve 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
1
2
OH
01/19/2024 - Present
Osaic Wealth, Inc. (Columbus OH)
OH
05/13/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Columbus OH)
OH
05/05/2010 - 06/16/2021
VOYA FINANCIAL ADVISORS, INC. (WORTHINGTON OH)
OH
04/21/2009 - 05/06/2010
COMMONWEALTH FINANCIAL NETWORK (MARYSVILLE OH)
OH
11/16/2005 - 04/20/2009
CHASE INVESTMENT SERVICES CORP. (MARYSVILLE OH)
CT
12/01/2000 - 12/09/2005
ADVEST, INC. (HARTFORD CT)
IA
Issued 01/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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