Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Gerard Watzka is a financial advisor with Commonwealth Financial Network, a firm with a presence in Waltham, Massachusetts. Kelly is registered with the state of Wisconsin and holds several securities licenses. Kelly has been working in the financial industry since 1996. The advisor's work includes providing financial planning, pension consulting, and portfolio management services. Kelly is also a co-owner of Pinnacle Private Wealth, LLC, a private entity that facilitates securities, advisory, and insurance business.
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.
1
2
CA
02/24/2023 - Present
Commonwealth Financial Network (SAN DIEGO CA)
WI
10/27/2010 - 03/03/2023
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
WI
07/06/2005 - 10/22/2010
CHASE INVESTMENT SERVICES CORP. (NEW FRANKEN WI)
IL
10/10/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
FL
01/25/2002 - 01/08/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IL
06/01/2001 - 11/13/2001
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
IL
05/19/1998 - 06/27/2001
FOCUSED INVESTMENTS L.L.C. (CHICAGO IL)
NA
03/05/1998 - 03/27/1998
FOCUSED INVESTMENTS L.L.C.
MN
05/22/1995 - 03/10/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 06/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kelly Watzka is the right advisor for you? Invested Better is here to help.
