Unclaimed
Casey Johnson is a registered representative with MML Investors Services, LLC, in Plantation, FL. Casey Johnson has been in the financial services industry since July 2008. Casey Johnson is licensed in Alabama, District of Columbia, Florida, Georgia, Indiana, Kentucky, Michigan, New Jersey, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Casey Johnson holds the Series 6, Series 7, and Series 66 licenses. Casey Johnson also holds the Securities Industry Essentials (SIE) Examination. Casey Johnson's registrations allow them to provide investment advice and brokerage services to individuals, corporations, and other entities. Casey Johnson also provides financial planning, asset allocation programs, pension consulting, 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
05/26/2017 - Present
MML Investors Services, LLC (Plantation FL)
FL
07/23/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PLANTATION FL)
BOTH
Issued 12/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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