Unclaimed
Andrew Knust is a financial advisor currently registered with Truist Advisory Services, Inc. Andrew has been in the financial industry since 2004. Previously, Andrew worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and J.W. COLE FINANCIAL, INC.. Andrew is licensed in 27 states. Andrew holds the Series 7, SIE, and Series 66 licenses. He has obtained the Certified Financial Planner designation. Andrew is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC).
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.
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.
Wrap fee product and financial profiling services using desktop software
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
02/27/2017 - Present
Truist Advisory Services, Inc. (TAMPA FL)
FL
06/18/2004 - 02/21/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)
FL
05/07/2004 - 08/19/2004
J.W. COLE FINANCIAL, INC. (TAMPA FL)
BOTH
Issued 06/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Knust is the right advisor for you? Invested Better is here to help.