Unclaimed
Jill Michele Johnson is a registered representative with LPL Financial LLC, a firm with a national reach that serves a wide range of clients, including individuals, corporations, and institutions. With over five years of experience in the industry, Jill has demonstrated a commitment to providing high-quality financial advice and guidance to her clients. Jill holds the Series 7, Series 24, and SIE licenses, which demonstrate her knowledge and understanding of the securities industry. Jill has a proven track record of success and is dedicated to helping her clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
06/15/2015 - Present
LPL Financial LLC (SAN DIEGO CA)
BC
Issued 10/26/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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