Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joan? Claim Your ProfileJoan L Knight is a financial advisor with over 20 years of experience in the industry. Joan is currently registered with Osaic Wealth, Inc. based in Scottsdale, Arizona. Joan has held previous positions with TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC., LINCOLN FINANCIAL SECURITIES CORPORATION, LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, OBERLIN FINANCIAL CORP. and others. Joan holds the Series 63, Series 65, and Series 7 licenses as well as the SIE and Series 24. Joan specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations.
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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AZ
05/22/2019 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
04/20/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
04/20/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
05/22/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
05/22/2019 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/25/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
IN
10/15/2015 - 10/05/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
IN
09/28/2005 - 10/05/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/28/2005 - 04/12/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OH
02/24/2005 - 08/22/2005
OBERLIN FINANCIAL CORP. (BRYAN OH)
IN
02/16/2000 - 02/24/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/16/2000 - 02/24/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 12/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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