Unclaimed
Kristopher Watts is a financial advisor currently registered with Cetera Investment Advisers LLC. Kristopher is based in Spokane, WA and has been in the industry since August 3, 2001. Kristopher also holds registrations with several other firms. The information provided above is for general informational purposes only and does not constitute an endorsement or recommendation of any financial advisor or firm. It is important to conduct thorough due diligence and consult with a qualified professional before making any investment decisions.
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
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)
BOTH
Issued 7/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/6/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 7/9/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kristopher Watts is the right advisor for you? Invested Better is here to help.