Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Connor Johnson is a financial advisor with Principal Securities, Inc., based in Fort Worth, Texas. Brendan has been in the industry since 2021 and has a strong background in both insurance and the financial services industry. Brendan provides financial planning services, including investment advice for individuals and businesses, as well as pension consulting. Brendan is also available to give educational seminars on various financial topics. Brendan holds multiple licenses, including Series 7, Series 63, and Series 66, and has a proven track record of 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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
TX
01/22/2024 - Present
Principal Securities, Inc. (Fort Worth TX)
TX
11/19/2021 - 07/26/2023
CHARLES SCHWAB & CO., INC. (Westlake TX)
BOTH
Issued 05/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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