Heather Knight 

Your Regional Brokerage Consultant


Serving 8 branches in the Southeast
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Focus areas

  • Exchange-traded products
  • Full portfolio review
  • Options education & strategies
  • Risk management
  • Sector investing
  • Strategy and idea generation
  • Thematic investing
  • Trading for beginners

How I work with clients
As a Regional Brokerage Consultant, I collaborate with new and experienced independently minded investors using an unbiased approach to help meet all their financial goals. One of my core business beliefs is that everyone should have a voice and a choice throughout their unique financial journey. In order to make the best and most efficient use of our time together, I follow a 3-step approach and show you how to use the tools we offer. Where are you now, where do you want to be, and how can we get you there? It’s my goal to partner with you in building a solid roadmap, setting you on the right path, leading you toward success, and utilizing what you’ve learned for any future financial endeavors.

Experience

  • Vice President Regional Brokerage Consultant, Fidelity Investments, 2011–Current
  • Active Trader Consultant, Midwest, New York, and New Jersey Fidelity Investments, 2010–2012
  • Trading Execution Specialist III, Fidelity Investments, 2007–2011
  • Registered Financial Associate, AG Edwards & Sons, 2006–2007
  • Financial Associate, AG Edwards & Sons, 2001–2006

Qualifications

  • Series 7 (General Securities Representative Examination)
  • Series 66 (Uniform Combined State Law)
  • Series 4 (Registered Options Principal Examination)

Awards

  • President’s Circle Award, 2018

Attend a webinar with Heather

Join one of our trading and investing webinars to help you evolve your trading strategy, be more effective with your research, and better leverage our trading platforms and tools.


Upcoming


DEC 11

PORTFOLIO REVIEW
Year-end portfolio review: Where do I go from here?
Get a better understanding of the importance of a year-end portfolio review and changes you might want to make for the new year.

Wednesday December 11, 3:00 p.m. ET

Learn more


Recorded


icon_webinar_recording

ETFs
A beginner’s guide to ETFs
Information you need to know about ETFs and how to get started investing in them.

Let's talk 1:1

During this introductory 1:1 phone conversation, we'll focus on your situation and how Fidelity's products, tools, and service can help you make more informed decisions. Please select a time that's convenient for you.



If you encounter any scheduling issues, please call 800-544-5115.

Serving 8 branches in the Southeast
View branches