Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johana? Claim Your ProfileJohana Huff is a registered representative and investment advisor representative with Calton & Associates, Inc. Johana has been in the industry since November 1988 and has been registered with Calton & Associates, Inc. since January 2012. Johana has a Series 7, Series 63, and Series 66 license, and has passed the SIE exam. Calton & Associates, Inc. is a registered investment adviser that offers a variety of investment advisory services, including financial planning, portfolio management, and selection of other advisers. The firm has a long history of providing investment advice 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
01/03/2012 - Present
Calton & Associates, Inc. (CHEROKEE TX)
TX
06/05/1992 - 12/31/2011
CHOICE INVESTMENTS, INC. (AUSTIN TX)
NJ
01/01/1991 - 06/03/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
07/19/1989 - 01/01/1991
ROTAN MOSLE INC.
NJ
11/23/1988 - 07/24/1989
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 02/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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