Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Knight is a Registered Representative with RWA Wealth Partners in Boston, Massachusetts. Michelle has been in the financial services industry since March 2004. Michelle has a Series 7 and Series 66 license and holds an active investment advisor license in Massachusetts. Michelle previously worked at AT Investor Services, Inc. in New York, NY.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
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.
A percentage of the total value of assets under management is charged.
Model provider fee
1
2
MA
12/14/2023 - Present
RWA Wealth Partners (Boston MA)
NY
03/11/2004 - 05/24/2007
AT INVESTOR SERVICES, INC. (NEW YORK NY)
BOTH
Issued 02/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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