Unclaimed
Eric Johnsen is a financial professional with over 25 years of experience in the industry. He is currently registered as an Investment Advisor Representative with State Farm Investment Management Corp. Eric has worked with various financial institutions, including Dean Witter Reynolds Inc. and UVEST INVESTMENT SERVICES. He holds the Series 63, 65, 7, 26, 31, and SIE licenses. Eric is also a Chartered Financial Consultant. Eric is committed to providing his clients with personalized financial advice and guidance.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
06/08/2020 - Present
State Farm Investment Management Corp. (Christianburg VA)
NC
01/07/1999 - 01/07/2002
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
NY
09/10/1997 - 12/15/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 09/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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