Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Andrew Johannessen is an investment advisor representative at Equitable Advisors, LLC and has been in the industry since 2009. Colin has been registered with Equitable Advisors, LLC since 2021. Previously, Colin worked at Securian Financial Services, Inc., Edward Jones, Citigroup Global Markets Inc. and J.P. Morgan Securities LLC. Colin specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Colin is registered in California, Florida, Georgia, North Carolina, Oklahoma, South Carolina, and Texas.
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
SC
04/03/2023 - Present
Equitable Advisors, LLC (MOUNT PLEASANT SC)
SC
05/01/2019 - 07/10/2019
SECURIAN FINANCIAL SERVICES, INC. (DANIEL ISLAND SC)
SC
01/23/2018 - 06/28/2018
EDWARD JONES (CHARLESTON SC)
NY
10/29/2014 - 02/21/2017
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/05/2011 - 06/28/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
07/15/2009 - 01/21/2011
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
IA
Issued 02/11/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Colin Johannessen is the right advisor for you? Invested Better is here to help.
