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Matthew Knight is a financial advisor who has been in the industry since July 25, 2018. Currently, Matthew works at Cetera Investment Advisers LLC. Previously, Matthew worked for Edward Jones in Rock Hill, SC. Matthew has a Series 66, Series 7 and SIE licenses. He is registered with FINRA, the North Carolina Securities Division, and the states of Florida, Georgia, South Carolina, Tennessee and Wisconsin. Matthew is a member of the Forest Hills Swim Club in Lancaster, South Carolina. Matthew specializes in providing financial advice to individuals, businesses, pension plans, charitable organizations, and high-net-worth individuals.
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
NC
04/25/2022 - Present
Cetera Investment Advisers LLC (CHARLOTTE NC)
SC
07/26/2018 - 04/26/2022
EDWARD JONES (ROCK HILL SC)
BOTH
Issued 8/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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