Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McKnight is a financial advisor with LPL Financial LLC, based in East Syracuse, NY. Brian has been a registered representative in the financial industry since 1997. Brian holds Series 6, 7, 63, 66 and SIE licenses. Brian is currently registered with the state of New York. Brian has extensive experience in the financial services industry. Brian provides financial planning and investment advice to a variety of clients, including individuals, families, businesses and retirement plans.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
06/04/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
NY
10/20/2006 - 12/14/2009
UVEST FINANCIAL SERVICES GROUP, INC. (AUBURN NY)
MD
12/05/2001 - 07/05/2005
M&T SECURITIES, INC. (BALTIMORE MD)
OH
06/13/2000 - 12/07/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
05/14/1999 - 08/16/1999
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
06/12/1998 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
MA
05/08/1997 - 06/19/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 06/01/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/02/2024
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian McKnight is the right advisor for you? Invested Better is here to help.
