Unclaimed
Edward Knight is a financial advisor at Independent Advisor Alliance, LLC. Edward has been in the financial services industry since 1973. He has experience in various financial services including financial planning, portfolio management, pension consulting, and educational seminars. He is also a licensed insurance agent. Edward is committed to providing his clients with personalized financial advice and helping them 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.
1
2
FL
03/12/2019 - Present
Independent Advisor Alliance, LLC (Plantation FL)
FL
03/31/1989 - 09/08/2009
MUTUAL SERVICE CORPORATION (PLANTATION FL)
NY
10/12/1982 - 09/24/1991
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
11/01/1973 - 09/24/1991
NEW YORK LIFE VARIABLE CONTRACTS CORPORATION
FL
12/03/1982 - 03/31/1989
LOWRY FINANCIAL SERVICES CORPORATION (NORTH PALM BEACH FL)
BC
Issued 12/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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