Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Watson is an active Registered Representative and Investment Advisor Representative with Charles Schwab & CO., Inc. based in St. Louis, Missouri. William has 2 years of experience in the securities industry. William has passed the Series 7TO, Series 63, Series 66 and SIE exams. William also owns and operates Saint Louis Cycling Components LLC, a manufacturing and fabrication company that produces steel, aluminum and titanium parts for bicycles.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MO
01/05/2024 - Present
Charles Schwab & CO., Inc. (St Louis MO)
MO
08/25/2021 - 12/31/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
BOTH
Issued 01/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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