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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elwis? Claim Your ProfileElwis Johnson is a financial advisor with Kestra Advisory Services, LLC. Elwis has been in the financial services industry since 2014. Elwis Johnson is currently registered as a Registered Representative (RR) and Investment Advisor Representative (IAR) in Texas and Washington. Prior to joining Kestra Advisory Services, LLC, Elwis was an advisor at Edward Jones. Elwis offers financial planning, pension consulting and selection of other advisers services. Elwis also specializes in portfolio management for businesses and 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.
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
TX
03/23/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
WA
07/24/2017 - 03/21/2023
EDWARD JONES (LAKEWOOD WA)
WA
11/28/2016 - 07/17/2017
WADDELL & REED (TACOMA WA)
WA
07/22/2014 - 06/01/2015
UNIONBANC INVESTMENT SERVICES, LLC (TACOMA WA)
BOTH
Issued 03/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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