Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elliott? Claim Your ProfileElliott Holmes Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Anacortes, WA. Elliott has been in the industry since 2009 and has a strong track record of helping clients achieve their financial goals. Elliott holds the Series 66, Series 7, and SIE exams. Elliott also has a Certified Financial Planner designation. In addition to his work at Raymond James, Elliott is the CEO and President of Haven Financial Partners LLC, where he provides support 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
12/16/2020 - Present
Raymond James Financial Services Advisors, Inc. (Anacortes WA)
WA
11/26/2009 - 01/13/2021
EDWARD JONES (ANACORTES WA)
BOTH
Issued 12/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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