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Andrew M Johnson

Credit Union Investment Services

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About Andrew M Johnson

Andrew Johnson is a financial professional with over 15 years of experience in the industry. Andrew is currently registered with Credit Union Investment Services. Andrew has a Series 6, 7, 52TO, 24, 53 and 63 license. Andrew's expertise includes financial planning, portfolio management for individuals, and educational seminars.

Firm Information

Andrew Johnson is currently registered with Credit Union Investment Services. Credit Union Investment Services, with 253 licensed agents, provides financial planning and portfolio management for individuals. They also offer educational seminars.

Not reported

Assets Under Management

35,000

Total Clients

237

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Johnson’s Registration & Firm History

NC

02/06/2023 - Present

Credit Union Investment Services (Raleigh NC)

WI

08/13/2019 - 02/01/2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FRANKLIN WI)

NC

10/13/2009 - 03/02/2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DURHAM NC)

NC

04/23/2007 - 09/11/2009

SECU BROKERAGE SERVICES (CHAPEL HILL NC)

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Licenses & Designations

BC

Issued 11/14/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/26/2023

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/04/2023

Series 24 - General Securities Principal Examination

BC

Issued 09/15/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 03/02/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2010

Series 7 - General Securities Representative Examination

BC

Issued 04/20/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew M Johnson.
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