Unclaimed
Deborah Lynn Johnson is a financial advisor who has been in the industry since 2015. Deborah is currently registered with Osaic Advisory Services, LLC and has previously been registered with VOYA FINANCIAL ADVISORS, INC. and TRIAD ADVISORS LLC. Deborah has passed the Series 66, Series 7 and SIE exams. Deborah is also a Notary Public for the State of South Carolina. Deborah provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Deborah specializes in working with individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations and high-net-worth individuals.
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
GA
02/21/2020 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
SC
02/21/2020 - 08/23/2024
TRIAD ADVISORS LLC (Seneca SC)
SC
12/01/2015 - 02/26/2020
VOYA FINANCIAL ADVISORS, INC. (SENECA SC)
SC
12/01/2014 - 05/13/2015
VOYA FINANCIAL ADVISORS, INC. (GREENVILLE SC)
BOTH
Issued 02/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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