Invested Better
Unclaimed

Unclaimed

Unclaimed

Kristopher Kelly Watts

Cetera Investment Advisers LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kristopher? Claim Your Profile

About Kristopher Kelly Watts

Kristopher Watts is an investment advisor representative with Cetera Investment Advisers LLC. Kristopher has been in the industry since August 2001. Kristopher has registrations in 20 states. Kristopher is also an Investment Advisor Representative for Cetera Investment Advisers LLC and is registered in Texas and Washington. Kristopher has held previous positions at Zions Direct, Inc., Banc of America Investment Services, Inc., U.S. Bancorp Investments, Inc. and Morgan Stanley DW Inc. Kristopher holds the Series 31, Series 7, and SIE licenses.

Firm Information

Kristopher Watts is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a financial services firm headquartered in Schaumburg, Illinois. The firm offers a wide range of financial planning and investment advisory services to individuals, corporations, pension plans, and charitable organizations. Cetera manages over $104 billion in assets for clients. The firm has a large network of licensed financial advisors and investment advisory representatives, serving over 423,000 clients across the country.
Cetera Investment Advisers LLC

1450 AMERICAN LANE

SCHAUMBURG, IL 60173-2096

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kristopher Watts’s Registration & Firm History

WA

04/30/2021 - Present

Cetera Investment Advisers LLC (SPOKANE WA)

ID

05/04/2007 - 02/10/2015

ZIONS DIRECT, INC. (BOISE ID)

WA

11/09/2005 - 05/08/2007

BANC OF AMERICA INVESTMENT SERVICES, INC. (SEATTLE WA)

MN

11/03/2003 - 11/10/2005

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

NY

07/10/2001 - 10/16/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

Not sure if Kristopher Kelly Watts is right for you?

Licenses & Designations

BOTH

Issued 07/13/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 07/09/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristopher Kelly Watts.
Not sure if Kristopher Kelly Watts is right for you?