Scott Watson

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2004 → Present
  Ubs Financial Services Inc.
  Scottsdale, AZ

Other Businesses

1) Name of business: JSUnited./ Address: 1094 S Saulter RD HomewoodAL United States 35216./ Investment Related: Yes./ Nature: Board member and listed on the LLC agreement. Only to help organize events to help raise funds for Student Athletes per the NIL (Name, Image, Likeness). They raise funds from fans, alumni, and boosters to then find opportunities for student-athletes to earn money./ Role: Member of Board of directors./ Duty: Board member and listed on the LLC agreement. Only to help organize events to help raise funds for Student Athletes per the NIL (Name, Image, Likeness). They raise funds from fans, alumni, and boosters to then find opportunities for student-athletes to earn money./ Start Date; 9/1/2023./ Time Required: N/A.

Exams

• S66 Uniform Combined State Law Examination
  2004-08-17

Designations

• Certified Financial Planner

Other Names

• Scott Watson
• Scott Jeffrey Watson
• Sott Watson