Unclaimed
Wendy Susanne Knight is a financial advisor with over 27 years of experience in the industry. Wendy is currently registered with PNC Investments and has held previous positions at BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. Wendy has a broad range of experience in the financial industry, having worked with a variety of clients, including individuals, corporations, and institutions. Wendy is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AL
05/06/2022 - Present
PNC Investments (BIRMINGHAM AL)
AL
05/16/2013 - 01/04/2022
BBVA SECURITIES INC. (BIRMINGHAM AL)
AL
07/25/1996 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (BIRMINGHAM AL)
NY
04/03/1995 - 07/25/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
AL
10/17/1994 - 04/21/1995
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BC
Issued 10/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/27/1999
Series 4 - Registered Options Principal Examination
BC
Issued 07/03/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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