Unclaimed
Gary Paul Johanson is a registered investment advisor representative in Arizona. Gary has been in the securities industry since 1995. Gary is currently registered with Hornor, Townsend & Kent, LLC and has been with the firm since 2012. Gary was previously registered with Symetra Investment Services, Inc., Transamerica Capital, Inc., Intersecurities, Inc., Hartford Equity Sales Company Inc., and Product Distributors, Inc. Gary holds Series 63, 65, 7, 24, and SIE licenses. Gary is also an insurance agent for Penn Mutual Life Insurance Company.
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.
Trail commissions, distribution assistance fees
1
2
AZ
01/15/2013 - Present
Hornor, Townsend & Kent, LLC (GLENDALE AZ)
AZ
11/21/2005 - 11/01/2012
SYMETRA INVESTMENT SERVICES, INC. (SUN CITY AZ)
CO
04/14/2004 - 10/14/2005
TRANSAMERICA CAPITAL, INC. (DENVER CO)
FL
03/03/1998 - 04/16/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CT
03/28/1996 - 03/04/1998
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IL
04/20/1995 - 03/29/1996
PRODUCT DISTRIBUTORS, INC. (SCHAUMBURG IL)
IA
Issued 08/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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