Commonwealth Financial Network
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About this Advisor
Beata Dragovics is a certified financial planner in Boston, Massachusetts. Currently an advisor at Commonwealth Financial Network, Dragovics has 16 years of professional experience. Dragovics has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Dragovics is able to advise investors in Massachusetts. Their career trajectory has included roles at American Express Financial Advisors, Ids Life Insurance Company, Commonwealth Financial Network and Freedom Trail Financial. Commonwealth Financial Network is headquartered in Boston, Massachusetts, and has 1,090 offices in the United States. Overall, Commonwealth Financial Network manages $81 billion in assets dispersed across 335,560 client accounts and retains more than 3,200 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the United States. The firm manages 328,891 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Commonwealth Financial Network can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Commonwealth Financial Network Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Beata Dragovics Work History
Beata has 16 years of experience.
Commonwealth Financial Network
Freedom Trail Financial
American Express Financial Advisors
Ids Life Insurance Company
Beata Dragovics has no disclosures.
Please visit their SEC profile for more details.