Unclaimed
Angela Johnson is a financial advisor registered with Robert W. Baird & Co. Inc. Angela has been in the industry since 1987 and has a broad range of experience. Angela specializes in providing financial planning, portfolio management and investment advisory services to a diverse clientele, including individuals, businesses, and institutions. Angela has a commitment to helping clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
FL
06/19/2012 - Present
Robert W. Baird & Co. Inc. (Sarasota FL)
FL
02/18/1988 - 02/18/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NA
07/22/1987 - 02/23/1988
INTERSTATE SECURITIES CORPORATION
BOTH
Issued 06/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/18/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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