Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Knight is a financial advisor with over 7 years of experience in the financial services industry. Colleen has worked at TIAA-CREF Individual & Institutional Services, LLC since 2016. Colleen is registered with the state of West Virginia and has a Series 7 and Series 66 license. Colleen offers financial planning and portfolio management services to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
WV
04/26/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (MORGANTOWN WV)
WV
11/27/2017 - 04/17/2024
LPL FINANCIAL LLC (MORGANTOWN WV)
WV
11/10/2016 - 11/28/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MORGANTOWN WV)
BOTH
Issued 01/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Colleen Knight is the right advisor for you? Invested Better is here to help.
