Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wayne Johnston is an experienced financial professional with over 26 years of experience in the industry. David is currently registered with Bleakley Financial Group, LLC and Cetera Investment Advisers LLC, and is also an Adjunct Professor. David is committed to providing clients with personalized financial planning and investment management services. David specializes in a wide range of financial planning and investment management services, including portfolio management, financial planning, pension consulting, and education seminars. David is a Certified Financial Planner and holds multiple licenses, including Series 6, 7, 63, and 65.
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.
Non-investment consulting/implementation services
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
NJ
05/31/2023 - Present
Bleakley Financial Group, LLC (FAIRFIELD NJ)
NJ
09/08/2022 - 05/18/2023
CETERA ADVISORS LLC (FLEMINGTON NJ)
NJ
09/15/2010 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (FLEMINGTON NJ)
NJ
10/01/2007 - 09/17/2010
NFP SECURITIES, INC. (ISELIN NJ)
NJ
01/24/1997 - 10/04/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PRINCETON NJ)
WI
01/24/1997 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 07/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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