Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Knight is an Investment Advisor Representative for Alliance Advisory & Securities, LLC. Robert is a seasoned professional with over 20 years of experience in the financial services industry. He has previously worked with Sorrento Pacific Financial, LLC and Partnervest Securities, Inc.. Robert is licensed in California and holds the Series 7 and Series 66 registrations. Robert's expertise is in financial planning, portfolio management, and pension consulting. He works with both individuals and businesses and has a strong reputation for providing personalized, comprehensive financial advice.
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
04/10/2019 - Present
Alliance Advisory & Securities, LLC (WESTLAKE VILLAGE CA)
CA
07/31/2009 - 12/31/2010
SORRENTO PACIFIC FINANCIAL, LLC (SIMI VALLEY CA)
CA
11/30/2004 - 07/31/2009
PARTNERVEST SECURITIES, INC. (SIMI VALLEY CA)
KS
08/31/2001 - 11/23/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 10/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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