Samuel Watson, financial advisor Warwick RI
90 score

Samuel Watson

CRD Number: 6063789
Current Firm: Msi Financial Services, Inc.

Samuel Watson (CRD# 6063789) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Warwick, RI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities, Inc. Warwick, RI May 2012 - Current 4
Salve Regena Newport, RI Sep 2008 - May 2012 3
Design East Chatham, MA Jun 2005 - Aug 2008 3
Chatham High School Chatham, MA Sep 2004 - Jun 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2012
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Samuel Watson
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
90
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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