Unclaimed
Cedric R Knight is a financial advisor with Schwab Wealth Advisory, Inc. Cedric has been in the financial industry since 1999, and is registered in both Florida and Texas. Cedric specializes in providing financial planning and portfolio management services to individuals and businesses. Cedric is also a Certified Financial Planner.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
01/02/2020 - Present
Schwab Wealth Advisory, Inc. (ORLANDO FL)
BOTH
Issued 04/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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