Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johanna? Claim Your ProfileJohanna Alexandria Toman is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC with over 16 years of experience in the industry. Johanna is registered with the state of California and is active in both the Broker-Dealer and Investment Advisor scopes. Johanna has Series 7, 31 and 66 licenses, as well as the SIE designation. Johanna provides financial planning, investment consulting, portfolio management services for individuals and businesses, and selection of other advisors. Johanna's previous employers include Morgan Stanley and Citigroup Global Markets Inc. In addition to being a registered representative for Wells Fargo Advisors Financial Network, LLC, Johanna is also a yoga instructor and a substitute teacher.
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.
Investment consulting services to institutional clients
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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CA
08/23/2013 - Present
Wells Fargo Advisors Financial Network, LLC (LA JOLLA CA)
CA
06/01/2009 - 09/04/2013
MORGAN STANLEY (SAN DIEGO CA)
IL
04/27/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
BOTH
Issued 07/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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