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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 Vera McKnight is a financial advisor with over 19 years of experience in the industry. Currently, Joanne McKnight is a Registered Representative (Series 66), General Securities Principal (Series 24), and Securities Industry Essentials (SIE) at Cetera Investment Advisers LLC. Prior to that, Joanne McKnight has worked for several firms including UBS Financial Services Inc, Waddell & Reed, LPL Financial LLC, and Cetera Advisor Networks LLC. Joanne McKnight has held various registrations over the years and currently holds active registrations in Missouri for both Broker/Dealer and Investment Advisor roles. Joanne McKnight's areas of expertise include Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.
Kansas City, MO
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 7/2/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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