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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanne? Claim Your ProfileJoanne McKnight is a financial advisor with Cetera Investment Advisers LLC. She has been in the financial services industry since 2004, and has worked at several firms. Her previous employers include UBS Financial Services Inc, Waddell & Reed, LPL Financial LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC, Cetera Advisors LLC, Cetera Investment Advisers LLC, Avantax Investment Services Inc, and Cetera Financial Specialists LLC. Joanne has a wide range of experience in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. She also provides selection of other advisors, and portfolio management services. Joanne is licensed to conduct business in Missouri.
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
MO
06/29/2023 - Present
Cetera Investment Advisers LLC (Kansas City MO)
CA
06/22/2023 - 06/30/2023
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
KS
05/12/2021 - 06/15/2023
LPL FINANCIAL LLC (OVERLAND PARK KS)
KS
11/15/2016 - 09/14/2021
WADDELL & REED (OVERLAND PARK KS)
MO
04/24/2009 - 10/14/2016
UBS FINANCIAL SERVICES INC. (KANSAS CITY MO)
MO
12/12/2005 - 05/14/2009
CITIGROUP GLOBAL MARKETS INC. (KANSAS CITY MO)
TN
03/02/2005 - 11/01/2005
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
MN
05/31/2004 - 02/25/2005
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
BOTH
Issued 07/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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