Unclaimed
Brian Johnson is a financial professional with over 30 years of experience in the financial services industry. Brian has a Series 6, SIE, and Series 63 license. Brian is currently registered with Osaic Wealth, Inc. and has previously worked at Securities America, Inc., VOYA FINANCIAL ADVISORS, INC., LOCUST STREET SECURITIES, INC., TOWER SQUARE SECURITIES, INC., and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Brian provides financial planning, pension consulting, educational seminars, and portfolio management services. Brian primarily serves individuals and corporations.
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.
1
2
PA
06/14/2024 - Present
Osaic Wealth, Inc. (ERIE PA)
PA
10/08/2020 - 06/14/2024
SECURITIES AMERICA, INC. (ERIE PA)
PA
01/01/2004 - 10/14/2020
VOYA FINANCIAL ADVISORS, INC. (ERIE PA)
IA
09/17/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CA
10/13/1997 - 09/18/2002
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NJ
01/18/1990 - 09/12/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/18/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 12/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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