Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Elizabeth Johnson is a financial advisor with Commonwealth Financial Network, an independent broker-dealer based in Waltham, Massachusetts. Casey has been in the financial industry since 2007 and has a strong background in providing financial advice to individuals, families, and businesses. Casey holds the Series 7 and Series 66 licenses, as well as the SIE exam. She is also a Certified Financial Planner. Commonwealth Financial Network is a registered investment advisor with a strong track record of providing financial advice and investment management services. Commonwealth Financial Network manages over $177 billion in client assets.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
09/21/2022 - Present
Commonwealth Financial Network (GLASTONBURY CT)
GA
09/18/2013 - 01/14/2022
PURSHE KAPLAN STERLING INVESTMENTS (ATLANTA GA)
GA
12/10/2008 - 03/21/2013
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
12/19/2007 - 09/08/2008
AMERIPRISE FINANCIAL SERVICES, INC. (ALPHARETTA GA)
BOTH
Issued 05/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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