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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you O'connor? Claim Your ProfileO'connor Knight Suffich is an investment advisor representative at Hbks Wealth Advisors. O'connor Knight Suffich has been in the securities industry since 2019 and has a Series 66 license as well as Series 7 and SIE licenses. O'connor Knight Suffich has been registered with Hbks Wealth Advisors since January 2022, and previously worked at Edward Jones from September 2019 to January 2022. O'connor Knight Suffich is also an insurance agent for HBK Sorce Insurance LLC. HBKS Wealth Advisors is a registered investment advisor with approximately $6.5 billion in assets under management and has a team of over 75 investment advisors. The firm focuses on providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions.
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.
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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FL
01/20/2022 - Present
Hbks Wealth Advisors (Stuart FL)
FL
09/21/2019 - 01/03/2022
EDWARD JONES (HOBE SOUND FL)
BOTH
Issued 10/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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