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Daniel Johnson is a financial advisor with Equitable Advisors, LLC. Daniel is based in Fort Lauderdale, Florida. Daniel Johnson has been in the financial industry for over 11 years. Daniel Johnson is registered to provide investment advice in California, Florida, and New York. Daniel Johnson has experience with corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, insurance companies, pension and profit-sharing plans, and charitable organizations. Daniel Johnson has passed the Series 66, Series 7, and SIE exams.
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.
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2
FL
01/25/2022 - Present
Equitable Advisors, LLC (FT. LAUDERDALE FL)
FL
01/19/2016 - 08/09/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AVENTURA FL)
FL
06/14/2010 - 01/22/2016
VALIC FINANCIAL ADVISORS, INC. (MIAMI FL)
FL
06/01/2009 - 05/03/2010
MORGAN STANLEY SMITH BARNEY (CORAL GABLES FL)
FL
01/13/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CORAL GABLES FL)
BOTH
Issued 02/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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