Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Johnson is an investment advisor representative registered with Fidelity Personal And Workplace Advisors. Amanda has been in the financial industry since 2010 and holds several licenses including the Series 6, 7, and 63. Amanda is currently registered in Minnesota and is also registered in several other states. Amanda has a variety of experience in the financial industry, working with different firms including LPL Financial, LLC, DAI Securities, LLC, Commonwealth Financial Network and CRI Securities, LLC. Amanda specializes in retirement planning, investment management, and financial planning for both individuals 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.
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
MN
09/06/2023 - Present
Fidelity Personal AND Workplace Advisors (MINNETONKA MN)
MN
03/10/2021 - 06/27/2023
LPL FINANCIAL LLC (BLOOMINGTON MN)
MN
05/15/2019 - 02/12/2020
DAI SECURITIES, LLC (MINNEAPOLIS MN)
MN
08/15/2018 - 03/19/2019
COMMONWEALTH FINANCIAL NETWORK (Bloomington MN)
MN
01/08/2014 - 08/16/2018
CRI SECURITIES, LLC (BLOOMINGTON MN)
MN
01/08/2014 - 08/16/2018
SECURIAN FINANCIAL SERVICES, INC. (BLOOMINGTON MN)
MN
05/18/2010 - 01/06/2014
NEW ENGLAND SECURITIES (MINNEAPOLIS MN)
IA
Issued 07/12/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/07/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Amanda Johnson is the right advisor for you? Invested Better is here to help.
