Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles David Johnson is an active Broker-Dealer registered with J.p. Morgan Securities LLC since September 29, 2022. Charles David Johnson also holds the Series 63, Series 79TO, SIE, and Series 7 securities licenses. Charles David Johnson previously worked at VTR CAPITAL, INC..
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
09/29/2022 - Present
J.p. Morgan Securities LLC (The Woodlands TX)
NY
02/28/1996 - 09/16/1996
VTR CAPITAL, INC. (NEW YORK NY)
BC
Issued 12/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/17/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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