Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McKnight is a financial advisor with over 15 years of experience in the industry. David is currently registered with Fidelity Personal And Workplace Advisors and holds licenses in multiple states. Prior to Fidelity, David was a financial advisor for Navy Federal Brokerage Services, LLC and Morgan Stanley DW INC. David has a broad range of experience and provides a variety of financial services to clients.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
09/10/2024 - Present
Fidelity Personal AND Workplace Advisors (WINTER PARK FL)
FL
03/26/2007 - 12/02/2020
NAVY FEDERAL BROKERAGE SERVICES, LLC (WINTER PARK FL)
NY
07/21/2005 - 06/07/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure David McKnight is the right advisor for you? Invested Better is here to help.
