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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deatrice? Claim Your ProfileDeatrice Johnson is an Investment Advisor Representative with Northwest Financial Advisors LLC, located in HERNDON, VA. Deatrice is a registered Investment Advisor with experience in the financial services industry since 2002. Deatrice specializes in providing financial planning and portfolio management services for individuals and businesses. Deatrice also works with pension plans and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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VA
10/30/2020 - Present
Northwest Financial Advisors LLC (HERNDON VA)
MD
11/21/2013 - 01/02/2015
NYLIFE SECURITIES LLC (BETHESDA MD)
DC
08/11/2011 - 10/02/2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WASHINGTON DC)
DC
11/05/2008 - 12/31/2010
ICMA-RC SERVICES, LLC (WASHINGTON DC)
MA
03/19/2002 - 10/14/2008
ING INVESTMENT ADVISORS, LLC (QUINCY MA)
IA
Issued 10/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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