Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Morgan Watson has been in the financial services industry since 1994. He has been registered with LPL Enterprise, LLC since November 2024. Prior to joining LPL Enterprise, LLC, William worked with Prudential Insurance Company of America and Pruco Securities, LLC. William specializes in financial planning and portfolio management for both individuals and businesses. William is registered in several states as a Broker-Dealer and Investment Advisor, and holds the Series 6, 7, 24, 63, and 65 securities licenses as well as the SIE exam.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
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2
MD
11/14/2024 - Present
LPL Enterprise, LLC (FOREST HILL MD)
MD
04/11/2013 - 02/21/2014
CROWN CAPITAL SECURITIES, L.P. (TOWSON MD)
MD
05/01/2012 - 03/12/2013
HORNOR, TOWNSEND & KENT, INC. (HUNT VALLEY MD)
OH
01/07/2011 - 05/24/2012
PARK AVENUE SECURITIES LLC (CINCINNATI OH)
OH
04/10/2000 - 01/05/2011
EQUITY SERVICES, INC. (CINCINNATI OH)
MA
10/14/1994 - 04/07/2000
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 05/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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