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MW

Marilyn J. Watson

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CRD#: 460125
MW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marilyn Jean Watson, who also goes by Marilyn Watson, was a registered financial professional .

Marilyn is a previously registered financial professional and started their career in finance in 1973. Marilyn had worked at 7 firms and has passed the Series 1 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marilyn Watson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 25, 1989 - July 15, 1991

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
Past

December 10, 1985 - December 31, 1987

MARINER FINANCIAL SERVICES, INC.

BD
CRD#: 8292
Past

January 11, 1984 - October 23, 1985

MARQUETTE FINANCIAL GROUP, INC.

BD
CRD#: 345
Past

August 12, 1983 - February 17, 1984

U.S. MUTUAL SECURITIES CORP.

BD
CRD#: 7046
Past

August 7, 1973 - August 9, 1983

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
Past

August 7, 1973 - August 9, 1983

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Past

August 7, 1973 - August 9, 1983

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 1
Date: 8/2/1973
Registered Representative Examination

Current Firm


TS
TOWER SQUARE SECURITIES, INC.
TOWER SQUARE SECURITIES, INC. | TRAVELERS EQUITIES SALES, INC.

CRD#: 833 / SEC#: 801-50585, 8-13752

BD
Terminated by SEC on 11/08/2013
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Contact information


Main Address
Mailing Address
Phone number
Established
Connecticut since 01/31/1968
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FUND MANAGEMENT SERVICES PROGRAM DISCLOSURE BROCHURE (3/22/2013)

Direct owners and executive officers


NamePositionCRD#
PLAZA LLCDIRECT OWNER
AQUINO, VIRGELAN ERNESTOCHIEF COMPLIANCE OFFICER, BROKER DEALER2976229
CARRIER, ANDRE THEODORECHIEF OPERATIONS OFFICER2257728
COHN, MARC ALLANCHIEF COMPLIANCE OFFICER, INVESTMENT ADVISER2464524
DWYER, JAMESVICE PRESIDENT, LICENSING AND REGISTRATION
FORGET, ELIZABETH MARYDIRECTOR2767945
HALPERIN, JEFFREY PAULANTI-MONEY LAUNDERING OFFICER2899327
LACEK, MICHAEL JCHIEF LEGAL OFFICER
MARKHAM, CRAIG WILLIAMPRESIDENT AND DIRECTOR1383638
MARTINEZ, JOHN GREGORYVICE PRESIDENT AND FINANCIAL AND OPERATIONS PRINCIPAL2210722
TORRES, ISAACSECRETARY

Disclosures


Regulatory Event10
Arbitration1
Bond2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TOWER SQUARE SECURITIES, INC.

CRD#: 833

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