Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Alan Johnson is a financial advisor with Wells Fargo Clearing Services, LLC. Craig has over 20 years of experience in the financial services industry and is registered to provide investment advice in Minnesota and Utah. Craig offers a range of investment advisory services, including financial planning, portfolio management, and investment consulting services to institutional clients. Craig's previous experience includes positions at WELLS FARGO INVESTMENTS, LLC, E*TRADE SECURITIES LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., VANGUARD MARKETING CORPORATION and SIMMERS CAPITAL MANAGEMENT CORPORATION.
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.
Investment consulting services to institutional clients
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.
1
2
MN
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (WAYZATA MN)
UT
09/17/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
UT
07/08/2008 - 09/12/2008
E*TRADE SECURITIES LLC (SANDY UT)
MO
09/12/2006 - 05/07/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (COLUMBIA MO)
AZ
06/14/2002 - 07/11/2006
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
11/02/2001 - 02/04/2002
SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)
IA
Issued 08/12/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/22/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Craig Johnson is the right advisor for you? Invested Better is here to help.
