Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Molly? Claim Your ProfileMolly Knapp is a financial advisor with World Investment Advisors, LLC. Molly has been in the industry since 2001. She is registered with the state of California as well as Ohio and Texas. Molly is also registered with FINRA and the SEC.
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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CA
11/02/2021 - Present
World Investment Advisors, LLC (San Mateo CA)
CA
03/29/2016 - 07/11/2018
LPL FINANCIAL LLC (SAN MATEO CA)
MA
05/01/2014 - 02/22/2016
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
06/07/2010 - 05/01/2014
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
IN
05/25/2006 - 04/16/2010
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IA
06/19/2003 - 12/13/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
TX
05/20/1999 - 01/23/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
12/18/1998 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 11/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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