Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marguerite? Claim Your ProfileMarguerite Claudia Knight is a financial professional with over 35 years of experience in the industry. Marguerite is currently registered with Morgan Stanley, and has held previous positions at J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., BANC ONE SECURITIES CORPORATION, and PREMIER SECURITIES CORPORATION. Marguerite is also a Managing Member of Erwin's LLC, and a Notary Public. Marguerite is a member of the City of Thibodaux Board of Adjustments, the Lafourche Parish Tourist Commission, the Industrial Development Board of the Parish of Lafourche, the Nicholls State University College of Business Advisory Board, and the Lafourche Alliance for Good Government.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
LA
05/06/2011 - Present
Morgan Stanley (Houma LA)
LA
10/01/2008 - 05/26/2011
J.P. MORGAN SECURITIES LLC (HOUMA LA)
LA
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (HOUMA LA)
LA
11/13/1996 - 07/01/2006
BANC ONE SECURITIES CORPORATION (HOUMA LA)
NA
04/25/1986 - 11/13/1996
PREMIER SECURITIES CORPORATION
IA
Issued 02/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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