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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Johnson is a financial advisor with J. W. Cole Advisors, Inc. based in East Bethel, Minnesota. David has been in the financial services industry since 1999 and has a wide range of experience in financial planning, portfolio management, and investment consulting. David is registered with the state of Minnesota as an investment advisor representative. David has passed numerous professional exams including Series 6, Series 7, Series 63 and Series 66. David is also registered as an investment advisor representative in Alabama, Florida, Georgia, Illinois, Iowa, Massachusetts, Minnesota, North Dakota, South Dakota, Tennessee, Texas, Utah, and Wisconsin.
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.
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.
Hourly & fixed rate consulting
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
MN
04/28/2023 - Present
J. W. Cole Advisors, Inc. (East Bethel MN)
MN
02/09/2002 - 04/28/2023
PARKLAND SECURITIES, LLC (East Bethel MN)
CA
03/03/1999 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BOTH
Issued 08/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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