Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beata? Claim Your ProfileBeata Dragovics is a financial advisor with Commonwealth Financial Network. Beata has been in the financial services industry for over 20 years. Beata is a Certified Financial Planner and holds a Series 7, Series 66, and SIE license. Beata has experience working with individuals, families, businesses, and retirement plans. Beata is also a registered investment advisor in Massachusetts. Beata is committed to providing her clients with personalized financial advice and guidance. Beata specializes in retirement planning, investment management, and estate planning. Beata is dedicated to helping her clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
07/29/2013 - Present
Commonwealth Financial Network (Boston MA)
MA
12/11/2002 - 08/05/2013
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLESTOWN MA)
MN
12/11/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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