Marianne Watson, financial advisor Harbor Springs MI

Marianne Watson

CRD Number: 4546166
Current Firm: Cetera Investment Advisers LLC

Marianne Watson (CRD# 4546166) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Harbor Springs, MI and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Harbor Springs, MI Mar 2016 - Current 8
Cetera Investment Services LLC St. Cloud, MN Jun 2002 - Current 21
First Community Bank Harbor Springs, MI Aug 2001 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S65 NASAA Investment Advisors Law Examination Feb 2016
Contact Info for Marianne Watson
Phone Number: 310-257-7880
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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