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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashita? Claim Your ProfileAshita Johnson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Ashita has been in the securities industry since December 1999. Ashita is a registered representative and investment advisor representative in California and Texas. Ashita has a Series 7, 24, 27, and 66 license. Ashita specializes in providing financial advice to individuals, businesses, and institutions. Ashita’s expertise includes portfolio management, financial planning, and retirement planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, 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.
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2
CA
12/04/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (EL SEGUNDO CA)
MO
04/21/2014 - 08/29/2014
EDWARD JONES (ST. LOUIS MO)
CA
02/14/1997 - 10/01/2012
HEFLIN & CO., L.L.C. (EL SEGUNDO CA)
BOTH
Issued 06/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/09/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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