Unclaimed
Olivia Sue Knecht is an Investment Advisor Representative associated with Compass Investments LLC in Pittsburgh, Pennsylvania. Olivia has been in the industry since February 2021 and is registered with the state of Pennsylvania. Olivia has a Series 65 license and specializes in financial planning, selection of other advisors, and portfolio management for 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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PA
03/08/2021 - Present
Compass Investments LLC (PITTSBURGH PA)
IA
Issued 03/08/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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