James McKnight
Director of Wealth Services, CWS at Annex Wealth Management- Claim this Profile
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Topline Score
Bio
Credentials
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Series 65
FINRA (Financial Industry Regulatory Authority)Sep, 2011- Oct, 2024 -
Series 7
FINRA (Financial Industry Regulatory Authority)Jun, 1995- Oct, 2024 -
Series 63
FINRA (Financial Industry Regulatory Authority)Apr, 1995- Oct, 2024
Experience
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Annex Wealth Management
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United States
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Investment Management
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100 - 200 Employee
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Director of Wealth Services, CWS
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Jun 2023 - Present
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Charles Schwab
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United States
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Financial Services
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700 & Above Employee
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Vice President Branch Manager
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Jan 2018 - Mar 2023
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Ziegler
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United States
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Financial Services
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200 - 300 Employee
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Senior Vice President, National Product Manager
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May 2011 - Oct 2017
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Vice-President, Divisional Sales Director
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Dec 2005 - Dec 2010
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Ohio National Financial Services
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United States
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Financial Services
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300 - 400 Employee
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Regional Vice President
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2004 - 2005
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MetLife
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United States
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Insurance
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700 & Above Employee
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Regional Vice President
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2002 - 2004
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Transamerica
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United States
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Financial Services
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700 & Above Employee
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Regional Vice President
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Jun 2000 - Dec 2001
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Vice President / District Annuity Specialist
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Jan 1999 - Jul 2000
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Assistant Vice President / Assistant Product Manager
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Jan 1995 - Jan 1999
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Service Associate, Level II
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Jan 1993 - Jan 1995
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Education
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Saint Mary's University of Minnesota
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services -
Foxboro High School
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Foxboro High School
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Foxboro High School