Samuel WatsonCRD 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.
Spinnaker Asset Management Inc.
Financial Independence, LLC
First Financial Advisory Services Inc.
|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|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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
- 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
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