Unclaimed
Kenneth Roy Watson is a financial advisor with over 35 years of experience in the industry. Kenneth is registered with Cetera Investment Advisers LLC and Vicus Capital, Inc. and has a broad range of experience, including financial planning, asset management and third-party money management. Kenneth is also a licensed insurance agent and has a strong understanding of investment products and strategies. Kenneth is dedicated to providing his clients with personalized financial advice and helping them 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.
A percentage of the total value of assets under management is charged.
1
2
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (MIAMI FL)
FL
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (MIAMI FL)
NY
06/09/2000 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
05/22/2000 - 06/06/2000
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MA
02/04/1986 - 06/02/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 3/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/3/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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