Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Edson Johnson is a financial advisor with over 30 years of experience in the financial services industry. Donald is currently registered with Wells Fargo Clearing Services, LLC and has held previous positions with NEXT FINANCIAL GROUP, INC., OLIN SECURITIES CORPORATION, and INVEST FINANCIAL CORPORATION. Donald holds Series 7, 9, 10, 24, 31, 63, and 66 securities licenses and is registered in Arizona, California, Colorado, Michigan, North Carolina, Ohio, Tennessee, Washington, and Wyoming. Donald specializes in providing financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients. Donald also has 7.5% ownership of HARLINGWOOD LLC, a company that provides investment-related services.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/03/2023 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
01/03/2006 - 06/12/2009
NEXT FINANCIAL GROUP, INC. (RANCHO SANTA FE CA)
MI
09/08/1995 - 12/31/2005
OLIN SECURITIES CORPORATION (BLOOMFIELD HILLS MI)
WI
08/22/1989 - 08/30/1995
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 12/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/03/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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