Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam William Johnson is a registered investment advisor representative with Cetera Investment Advisers LLC. Adam has been in the industry since 2018, and has a strong track record of success in providing financial advice to clients. Adam is passionate about helping clients achieve their financial goals, and takes a personalized approach to meet each individual's needs. Adam is also a registered representative of WesBanco Securities, Inc., and has a comprehensive understanding of both investment advisory and brokerage services. Adam has a strong foundation in financial planning and investment management, and has a wide range of experience in working with individuals, families, and businesses.
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.
1
2
KY
06/29/2023 - Present
Cetera Investment Advisers LLC (MT. WASHINGTON KY)
KY
05/25/2018 - 12/03/2020
WESBANCO SECURITIES, INC. (Sheperdsville KY)
IA
Issued 06/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Adam Johnson is the right advisor for you? Invested Better is here to help.
