Unclaimed
Dennis Joseph Watzke is a financial advisor with over 10 years of experience in the industry. Dennis is registered with LPL Financial LLC and holds a Series 7, Series 66 and SIE licenses. Dennis has been with LPL Financial LLC since December of 2008 and is located in New Orleans, Louisiana. Dennis has a diverse client base that includes individuals, high-net-worth individuals, businesses, and charitable organizations. Dennis specializes in financial planning, investment management, and retirement planning. Dennis's commitment to providing personalized financial advice and service is evident in his numerous client testimonials and positive feedback. Dennis is a valuable resource for clients seeking comprehensive financial guidance and support.
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.
Consulting and other non-discretionary advisory services
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.
1
2
LA
02/11/2011 - Present
LPL Financial LLC (NEW ORLEANS LA)
BOTH
Issued 06/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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