Unclaimed
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 over 13 years of experience in the industry. He has held various positions, most recently as an Investment Advisor Representative with D.A. Davidson & Co. in Seattle, WA. David has a strong background in financial planning and portfolio management for individuals and businesses. He is also a registered representative in Texas and Washington and is licensed to offer investment advice in multiple states. David holds multiple securities licenses, including Series 7, Series 24, and Series 66. He has a strong understanding of the financial markets and a commitment to providing his clients with personalized financial advice. David has a passion for helping individuals and families 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.
1
2
WA
08/17/2015 - Present
D.a. Davidson & Co. (SEATTLE WA)
CA
02/04/2009 - 03/18/2014
TOYOTA FINANCIAL SERVICES SECURITIES USA CORPORATION (TORRANCE CA)
BOTH
Issued 08/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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