Unclaimed
Isaiah Johnson is a registered representative and investment advisor representative with Citigroup Global Markets Inc., a leading financial services company. Isaiah has a diverse background in the financial services industry, with previous experience at Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Capital One Investing, LLC, and MetLife Securities Inc. Isaiah holds the Series 66, Series 7 and SIE licenses. Isaiah has been in the financial services industry since 2011, specializing in providing investment advice and financial planning to a range of clients, including high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Asset allocation advice
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.
1
2
NJ
02/18/2022 - Present
Citigroup Global Markets Inc. (Fort Lee NJ)
NY
01/24/2019 - 06/03/2021
MORGAN STANLEY (NEW YORK NY)
NY
07/27/2018 - 01/15/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BROOKLYN NY)
NY
11/19/2015 - 05/03/2018
CAPITAL ONE INVESTING, LLC (New York NY)
NY
11/14/2014 - 11/16/2015
METLIFE SECURITIES INC. (NEW YORK NY)
NY
01/09/2014 - 09/09/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
NY
04/01/2013 - 10/10/2013
WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)
NY
01/19/2011 - 01/13/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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