Unclaimed
Douglas Johnson is an experienced financial advisor with over 15 years in the industry. Douglas is currently registered with Global Retirement Partners LLC and has a broad range of experience providing investment advisory services to a diverse clientele, including individuals, families, businesses, pension plans, and charitable organizations. Douglas is committed to understanding the unique needs of each client and developing personalized investment strategies designed to help them achieve their financial goals. Douglas has previously worked with Commonwealth Financial Network and Ogilvie Security Advisors Corporation.
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.
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
MA
09/18/2024 - Present
Global Retirement Partners LLC (Wilmington MA)
MA
08/31/2011 - 11/11/2021
COMMONWEALTH FINANCIAL NETWORK (Wilmington MA)
MA
04/03/2008 - 09/07/2011
OGILVIE SECURITY ADVISORS CORPORATION (BURLINGTON MA)
IA
Issued 12/01/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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