Unclaimed
Cheryl Knight is a financial advisor with over 20 years of experience in the industry. She is registered with the Strategic Financial Alliance, Inc. and is licensed in several states, including California and Texas. Cheryl provides a range of services, including financial planning, investment management, and portfolio management for individuals and businesses. She is also a licensed insurance agent.
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.
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.
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.
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CA
01/03/2014 - Present
THE Strategic Financial Alliance, Inc. (FOOTHILL RANCH CA)
GA
12/18/1998 - 12/09/2003
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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