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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Johnson is a financial advisor with World Investment Advisors, LLC. Ann has over 18 years of experience in the financial services industry. Ann holds the Series 7, 24, 63, 65, and SIE licenses. Ann specializes in financial planning, portfolio management, and pension consulting.
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.
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2
CA
02/28/2019 - Present
World Investment Advisors, LLC (SANTA BARBARA CA)
FL
04/03/2017 - 03/12/2019
LPL FINANCIAL LLC (TAMPA FL)
FL
01/25/2016 - 03/24/2017
J.W. COLE FINANCIAL, INC. (TAMPA FL)
FL
04/14/2008 - 01/26/2016
MUTUAL TRUST CO. OF AMERICA SECURITIES (ST. PETERSBURG FL)
FL
05/16/2006 - 04/16/2008
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 04/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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