Unclaimed
Lexey Kneib is a financial advisor associated with GWN Securities Inc.. Lexey is licensed and registered in Florida and holds the Series 7, Series 24, and SIE licenses. Lexey has been in the industry since April 2022. The advisor specializes in financial planning, market timing services, and selection of other advisors for individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
04/13/2022 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
BC
Issued 08/07/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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