Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn McKnight is a financial professional with over 20 years of experience in the industry. Ann has a strong background in investment company products and variable contracts, having passed the Series 6 exam in 1998. Ann holds a Series 63 license and a Securities Industry Essentials (SIE) license. Ann is currently registered with Cetera Financial Specialists LLC, a firm that is not registered with the Investment Adviser Association (IAA). Previously, Ann was registered with AVANTAX INVESTMENT SERVICES, INC., also a firm that is not registered with the IAA. Ann's professional focus is on providing investment advice and financial planning to clients in Louisiana.
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.
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.
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LA
02/17/2021 - Present
Cetera Financial Specialists LLC (LAPLACE LA)
LA
12/03/1998 - 02/22/2021
AVANTAX INVESTMENT SERVICES, INC. (Baton Rouge LA)
BC
Issued 04/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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