Unclaimed
Herman Johnson is a financial advisor with Avantax Advisory Services. He is a registered investment advisor in New Jersey. Herman is a licensed insurance agent and has over 40 years of experience in the financial services industry. He provides financial planning and portfolio management services to individuals, families, and businesses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NJ
05/22/2012 - Present
Avantax Advisory Services (HILLSBOROUGH NJ)
NJ
06/24/2010 - 06/04/2012
MORGAN STANLEY SMITH BARNEY (MT. LAUREL NJ)
IA
Issued 08/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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