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 registered investment advisor representative with Exg Nexus Solutions Llc. David has been working in the financial services industry since 2014, and has experience in a variety of areas, including financial planning, portfolio management, and advisory consulting. David holds the Series 6, 7, 63 and 65 licenses. In addition to his work at Exg Nexus Solutions Llc, David also owns and operates a 501(c)(3) company and is a licensed insurance producer for Principal Life Insurance Company and Crump. David specializes in working with individual clients, and has helped many people achieve their financial goals. He is passionate about providing high-quality advice and service to his clients, and is committed to helping them make informed financial decisions.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory 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
MD
03/26/2018 - Present
EXG Nexus Solutions LLC (COLUMBIA MD)
PA
01/08/2016 - 03/29/2018
PRINCIPAL SECURITIES, INC. (Wayne PA)
BC
Issued 12/11/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/08/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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