Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you January? Claim Your ProfileJanuary Kathryne Johnson is a financial advisor currently working with Fidelity Personal and Workplace Advisors. January has over 20 years of experience in the financial services industry and is registered with the state of California, Massachusetts, Montana, Nevada, Texas, Utah and Washington. January holds the Series 6, 7, 10, 63, 66, and SIE licenses. January is a member of the Rainbow Ranch Property Managers Committee.
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.
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.
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
MA
02/15/2022 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CO
06/10/2009 - 09/27/2010
LPL FINANCIAL CORPORATION (FRISCO CO)
IN
06/29/2006 - 12/19/2008
FIFTH THIRD SECURITIES, INC. (DEMOTTE IN)
CT
03/08/2005 - 06/02/2006
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
MA
08/08/2001 - 03/07/2005
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BOTH
Issued 12/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/03/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure January Johnson is the right advisor for you? Invested Better is here to help.
