Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johan? Claim Your ProfileJohan Rossi is a registered Investment Advisor Representative. Johan works at Great Wealth Investments in CORAL GABLES, FL. Johan has been in the industry since 2018. Prior to joining Great Wealth Investments, Johan worked at Planner Securities LLC and Gentem Capital LLC. Johan holds Series 7TO, SIE, and Series 66 licenses. Johan has experience providing financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
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.
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FL
03/01/2021 - Present
Great Wealth Investments (CORAL GABLES FL)
NY
04/01/2020 - 10/13/2020
PLANNER SECURITIES LLC (NEW YORK NY)
NY
01/23/2019 - 09/09/2019
GENTEM CAPITAL LLC (BROOKLYN NY)
BOTH
Issued 03/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/15/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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