Samuel Watson (CRD# 6063789) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Orleans, MA and has over 11 years of experience in the finance industry.
CRD# 4661335
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4840974
Arakelian, Carol
CRD# 1423668
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinex Investments, Inc. | Meriden, CT | Sep 2018 - Current | 5 |
| Citizens Securities, Inc. | Mystic, CT | Nov 2016 - Sep 2018 | 1 |
| Metlife Securities, Inc. | Warwick, RI | May 2012 - Nov 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2012 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2013 |
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Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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