Unclaimed
Michael McKnight is an investment advisor representative at MML Investors Services, LLC in Brea, California. Michael has been in the securities industry since November 14, 2008. Michael has been registered with MML Investors Services, LLC since March 25, 2017. Michael has previously been registered with MSI Financial Services, Inc., Park Avenue Securities LLC, and Pruco Securities, LLC. Michael holds Series 6, 26, 63, and 65 licenses. Michael is also an independent insurance agent and a consultant for transportation companies.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
03/25/2017 - Present
MML Investors Services, LLC (BREA CA)
CA
02/23/2017 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BREA CA)
CA
05/22/2013 - 02/14/2017
PARK AVENUE SECURITIES LLC (GLENDALE CA)
CA
12/13/2010 - 05/08/2013
PRUCO SECURITIES, LLC. (CITY OF INDUSTRY CA)
CA
04/06/2009 - 12/03/2010
WORLD GROUP SECURITIES, INC. (ANAHEIM CA)
BC
Issued 04/11/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/06/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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