Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Michele Knight is a registered investment advisor representative with Cetera Investment Advisers LLC. Wendy has been in the securities industry since September 20, 1999. Wendy is registered with the state of Texas as an investment advisor representative. Wendy is also registered with the state of Washington as a broker-dealer and investment advisor representative. In addition to working with Cetera Investment Advisers LLC, Wendy also provides notarial services. Wendy is a licensed life insurance agent with Transamerica.
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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WA
06/29/2023 - Present
Cetera Investment Advisers LLC (SPOKANE WA)
BC
Issued 7/21/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 5/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/30/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 9/3/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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