Unclaimed
Denise Marcia Knight is a financial advisor registered with Cetera Investment Advisers LLC. Denise is a licensed financial advisor with over 27 years of experience in the financial services industry. Denise is active in 18 states, and has passed the Series 63, Series 7, Series 24 and SIE exams. Denise has also worked at Metlife Securities Inc. and Metropolitan Life Insurance Company in previous roles. Denise has experience in financial planning, portfolio management for businesses and individuals, and pension consulting. Denise is a dedicated advisor committed to helping clients achieve their financial goals.
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.
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.
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2
NY
02/27/2023 - Present
Cetera Investment Advisers LLC (MAMARONECK NY)
NY
11/20/2006 - 01/02/2013
METLIFE SECURITIES INC. (ELMSFORD NY)
NY
11/20/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WHITE PLAINS NY)
NY
06/27/1996 - 11/27/2006
JEFFERSON PILOT SECURITIES CORPORATION (SCARSDALE NY)
BC
Issued 07/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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