Margaret Koosa, financial advisor West Warwick RI
90 score

Margaret Koosa

CRD Number: 6013286
Current Firm: Waddell & Reed

Margaret Koosa (CRD# 6013286) is an Investment Advisor Representative working at Waddell & Reed in West Warwick, RI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Waddell & Reed, Inc. West Warwick, RI Jan 2016 - Current < 1
Various Insurance Carriers For W&r Insurance Agencies North Scituate, RI Jan 2016 - Current < 1
Uber San Francisco, CA Mar 2015 - Current 1
Prudential Financial Warwick, RI Jan 2012 - Jan 2016 4
Unemployed Providence, RI Nov 2011 - Jan 2012 < 1
American Income Life Warwick, RI Aug 2011 - Nov 2011 < 1
Unemployed Providence, RI Jun 2011 - Aug 2011 < 1
Woonsocket Education Department Woonsocket, RI Aug 2010 - Jun 2011 < 1
Connecting For Children & Families Woonsocket, RI Jun 2009 - Aug 2010 1
Blackstone Academy Charter School Pawtucket, RI Aug 2006 - Jun 2009 2
Department Of Education, Region 8 Hebron, CT Aug 2003 - Aug 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Margaret M. Koosa
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CT
  • RI
  • VA
  • MD
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • 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, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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