Unclaimed
Kenneth Watt is a financial advisor who has been in the industry since 2003. Kenneth is currently registered with Commonwealth Financial Network, working in their Natick, MA branch office. Before joining Commonwealth Financial Network, Kenneth worked for UVEST FINANCIAL SERVICES GROUP, INC., BANC OF AMERICA INVESTMENT SERVICES, INC. and QUICK & REILLY, INC. Kenneth holds Series 6, 7, 63, and 66 licenses, as well as the SIE. Kenneth also has experience with fixed insurance sales.
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
MA
01/06/2012 - Present
Commonwealth Financial Network (NATICK MA)
MA
03/19/2007 - 12/31/2011
UVEST FINANCIAL SERVICES GROUP, INC. (WAYLAND MA)
MA
10/20/2004 - 03/22/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEWTON MA)
NY
01/27/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 01/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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