Joseph WatsonCRD Number: 5563434
Current Firm: Oppenheimer & Company Inc.
Joseph Watson (CRD# 5563434) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Saint Louis, MO and has over 9 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|U.s. Bancorp Investments, Inc.||Saint Louis, MO||Apr 2011 - Sep 2015||4|
|Pnc Investments||St. Louis, MO||Mar 2010 - Apr 2011||1|
|Pnc Bank||St. Louis, MO||Aug 2009 - Feb 2010||< 1|
|Executive Financial||St. Louis, MO||Jul 2009 - Aug 2009||< 1|
|Axa Advisors||Saint Louis, MO||Mar 2009 - Jul 2009||< 1|
|Unemployed||Saint Louis, MO||Feb 2009 - Feb 2009||< 1|
|Edward Jones||St Louis, MO||Jul 2008 - Jan 2009||< 1|
|Utica College||Utica, NY||Sep 2007 - Jun 2008||< 1|
|Heenan Hockey||Utica, NY||Sep 2005 - Jun 2008||2|
|Mckay Marketing||St. Louis, MO||Jun 2007 - Aug 2007||< 1|
|Utica College||Utica, NY||Sep 2005 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management9,080MILLIONS
Total Number of Accounts19,246ACCOUNTS
Average Account Value$471,802
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV