Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Doyle Watt is a financial advisor with over 15 years of experience in the industry. Currently, Margaret Doyle Watt is a registered representative with Charles Schwab & CO., Inc., where Margaret Doyle Watt has been employed since July 2014. Prior to that, Margaret Doyle Watt worked for J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., EDWARD JONES, and JACKSON NATIONAL LIFE DISTRIBUTORS LLC. Margaret Doyle Watt holds Series 6, 7, 24, 63 and 66 securities licenses and is registered to provide investment advice in California and Colorado.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
08/05/2014 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
10/01/2012 - 07/08/2014
J.P. MORGAN SECURITIES LLC (DENVER CO)
CO
05/14/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DENVER CO)
CO
05/18/2009 - 04/29/2010
EDWARD JONES (LAKEWOOD CO)
CO
03/14/2007 - 05/20/2009
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 05/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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