Unclaimed
Andrew Johnson is a financial professional with over five years of experience in the financial services industry. Andrew has a wide range of experience and holds several licenses and certifications, including Series 7, 63, 66, 9, 10, 24, 52, and 82. Andrew is registered with MML Investors Services, LLC and provides investment advisory services to a wide range of clients, including individuals, corporations, trusts, charitable organizations, pension plans, and insurance companies. Andrew is passionate about helping clients achieve their financial goals and believes in building long-term relationships based on trust and transparency.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
07/16/2024 - Present
MML Investors Services, LLC (ALLENTOWN PA)
PA
04/20/2023 - 06/10/2024
EDWARD JONES (Conshohocken PA)
PA
10/30/2019 - 04/19/2023
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 06/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/15/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/01/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/26/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 05/12/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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