Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Andres Johnson is a financial advisor with over 20 years of experience in the financial services industry. David has been registered with Cetera Investment Advisers LLC since May 2024. David has previously worked with OSAIC INSTITUTIONS, INC., INVEST FINANCIAL CORPORATION, NATIONAL PLANNING CORPORATION, AMERIPRISE FINANCIAL SERVICES, INC., and T. ROWE PRICE INVESTMENT SERVICES, INC. David is a licensed investment advisor in Florida, Texas, Arkansas, Michigan, New Jersey, North Carolina, Pennsylvania, and Virginia. David specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals and businesses. David is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
05/31/2024 - Present
Cetera Investment Advisers LLC (Ocala FL)
FL
12/12/2017 - 06/03/2024
OSAIC INSTITUTIONS, INC. (Ocala FL)
FL
07/30/2007 - 12/12/2017
INVEST FINANCIAL CORPORATION (BELLEVIEW FL)
CA
11/27/2007 - 02/22/2008
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
FL
07/03/2007 - 07/31/2007
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
MD
09/29/1999 - 01/27/2006
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 08/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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