Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Genevra? Claim Your ProfileGenevra Knight is a registered representative with Avantax Advisory Services, a financial advisory firm headquartered in Dallas, Texas. Genevra has been in the securities industry since January 4, 2015, and has held previous roles with 1ST GLOBAL CAPITAL CORP. and Porte Brown LLC. Genevra has a strong track record of providing financial advice and services to individuals and families, and specializes in a variety of areas including financial planning, pension consulting, and portfolio management. Genevra holds a Series 7, Series 66, and SIE license, and is registered in the state of Illinois. Genevra is committed to providing her clients with personalized financial advice and guidance to help 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
IL
10/25/2019 - Present
Avantax Advisory Services (ELK GROVE VILLAGE IL)
IL
01/05/2015 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (ELK GROVE VILLAGE IL)
BOTH
Issued 08/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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