Margaret W. Callaghan
Professional summary
Margaret W Callaghan, who also goes by Margaret W Smith, is a registered financial advisor currently at PRIME SOLUTIONS FINANCIAL SERVICES CORP. located in Newtown Square, Pennsylvania.
Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Margaret has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Margaret W Callaghan's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 18, 2026 - Present
PRIME SOLUTIONS FINANCIAL SERVICES CORP.
October 30, 2006 - May 24, 2012
PRISOL SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/18/2026)
Exams
Current Firm
PRIME SOLUTIONS FINANCIAL SERVICES CORP.
CRD#: 120499 / SEC#: 801-63367
Contact information
Regulatory assets under management
| Total Number of Accounts | 46 |
| AUM (Assets Under Management) | $ 12,692,478 |
Red Flags
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