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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beck? Claim Your ProfileBeck Douglass Johnson is a financial advisor in the Los Angeles, CA area. Beck Douglass Johnson is currently registered with Lido Advisors, LLC and has been in the industry since 2012. Beck Douglass Johnson is also a registered representative of UBS FINANCIAL SERVICES INC. and J.P. MORGAN SECURITIES LLC. Beck Douglass Johnson holds licenses for Series 6, 7, 63, and 66, as well as the SIE. Beck Douglass Johnson's specializations include financial planning, portfolio management, and educational seminars.
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.
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.
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
10/29/2024 - Present
Lido (LOS ANGELES CA)
CA
03/15/2013 - 05/23/2024
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
CA
11/21/2012 - 01/30/2013
J.P. MORGAN SECURITIES LLC (VENICE CA)
BOTH
Issued 07/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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